Emery & Howard Portfolio Management
Legal Name: EMERY & HOWARD PORTFOLIO MANAGEMENT
Full Contact Details
Emery & Howard Portfolio Management
333 LORTON AVENUE, BURLINGAME, CA
650-579-7100
650-579-7313
Other Info
Emery & Howard Portfolio Management is legally known as EMERY & HOWARD PORTFOLIO MANAGEMENT. It is a CA Corporation. This firm has 6 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 23, 2001.

Home | Emery Howard
(650) 579-7100 Menu HomePhilosophyWho We Are Our TeamOur MissionOur ServicesBlogResources Useful LinksTax ResourcesGlossaryClient LoginContact Who We Are We believe the best way to build a solid financial plan for the future is by developing a long-term relationship with you today. Learn More Our …
Direct Owners
-
FRANK CARMEN MARINARO
MANAGING DIRECTOR, PORTFOLIO MANAGEMENT AND CHIEF COMPLIANCE OFFICER owns less than 5%
-
MICHAEL KEVIN HOWARD
PRESIDENT, PORTFOLIO MANAGER owns 75% or more
-
ROBERT DAVID GROSS
MANAGING DIRECTOR, FINANCIAL PLANNING owns less than 5%
Firms Located Nearby
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $133,348k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $56,303k
- SCHWAB STRATEGIC TR $40,393k
- VANGUARD INDEX FDS MID CAP ETF $37,129k
- ISHARES TR CORE S&P500 ETF $34,940k
- SCHWAB STRATEGIC TR $29,933k
- VANGUARD INDEX FDS REAL ESTATE ETF $29,493k
- ISHARES TR RUSSELL 2000 ETF $18,429k
- VANGUARD INTL EQUITY INDEX FD $18,297k
- SCHWAB STRATEGIC TR US MID-CAP ETF $16,650k