EMERSON EQUITY LLC

Tel: 650-312-0200 155 Bovet Road, Suite 725 San Mateo, California 94402

About EMERSON EQUITY LLC

EMERSON EQUITY LLC is a San Mateo, California based financial advisory firm with nearly $176,171,921 in assets under management and provides investment advisory services for 1037 clients. There are currently 222 financial advisors at the firm.

General Information

Firm CRD#:

130032

Firm SEC#:

801-120835

Assets Under Management:

$176,171,921

No. of Clients:

1037

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops, Other (MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS))

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