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
Robert Steger (CRD# 1418494) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 37 years of experience in the finance industry.
Amy Strohn (CRD# 7100804) is an Investment Advisor Representative working at Emerson Equity LLC in Paicines, CA and has 1 year of experience in the finance industry.
Derek Vogel (CRD# 7501748) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 2 years of experience in the finance industry.
San Ward (CRD# 7698534) is an Investment Advisor Representative working at Emerson Equity LLC in Redwood City, CA and has 1 year of experience in the finance industry.
James Whitson (CRD# 1353438) 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.
Ting-yih Wu (CRD# 7316956) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has 1 year of experience in the finance industry.