Emerson Equity LLC
Emerson Equity LLC (CRD# 130032) is a financial advisory firm headquartered in San Mateo, CA. They manage $176,171,921 in 1,037 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management176MILLION
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Total Number of Accounts1,037ACCOUNTS
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Average Account Value$169,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TX, UT, VA, WA, WI
Erick Baer (CRD# 2647074) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 28 years of experience in the finance industry.
Andrew Bagnall (CRD# 4331728) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 23 years of experience in the finance industry.
Dominic Baldini (CRD# 3082081) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 25 years of experience in the finance industry.
Darrach Bourke (CRD# 5255413) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 17 years of experience in the finance industry.
Zack Brough (CRD# 5674690) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 10 years of experience in the finance industry.
Joshua Chapin (CRD# 5825638) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 13 years of experience in the finance industry.
Ernesto Chavez (CRD# 4315877) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 23 years of experience in the finance industry.
Wen Che (CRD# 6911319) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 5 years of experience in the finance industry.
Fred Chen (CRD# 5766069) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 10 years of experience in the finance industry.
Yi Ping Chou (CRD# 4882398) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 19 years of experience in the finance industry.