Emery Howard

Emery Howard (CRD# 113079) is a financial advisory firm headquartered in Burlingame, CA. They manage $1,627,796,970 in 640 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,628
    MILLION
  • Total Number of Accounts
    640
    ACCOUNTS
  • Average Account Value
    $2,543,433
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, HI, NV, TX, WA

Financial Advisors at Emery Howard
Showing 1 - 4 of 4 top financial advisors.
1
Robert D. Gross
CRD#: 5213637
333 Lorton Avenue, Burlingame, CA 94010

Robert Gross (CRD# 5213637) is an Investment Advisor Representative working at Emery Howard in Burlingame, CA and has over 15 years of experience in the finance industry.

2
Michael K. Howard
CRD#: 1386741
333 Lorton Avenue, Burlingame, CA 94010

Michael Howard (CRD# 1386741) is an Investment Advisor Representative working at Emery Howard in Burlingame, CA and has over 34 years of experience in the finance industry.

3
Frank C. Marinaro
CRD#: 2897016
333 Lorton Avenue, Burlingame, CA 94010

Frank Marinaro (CRD# 2897016) is an Investment Advisor Representative working at Emery Howard in Burlingame, CA and has 1 year of experience in the finance industry. Frank Marinaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Bonnie G. Poletti
CRD#: 7161655
333 Lorton Avenue, Burlingame, CA 94010

Bonnie Poletti (CRD# 7161655) is an Investment Advisor Representative working at Emery Howard in Burlingame, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.