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.
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Direct Owners
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FRANK CARMEN MARINARO
MANAGING DIRECTOR, PORTFOLIO MANAGEMENT AND CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHAEL KEVIN HOWARD
PRESIDENT, PORTFOLIO MANAGER owns 75% or more
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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