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 1 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
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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.