Emerson Equity LLC is an adviser based in San Mateo. It manages $30 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Ohio, and Texas.
Emerson Equity provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Emerson Equity LLC is $30 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Emerson Equity LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Emerson Equity LLC performs its advisory services is located at 155 Bovet Road, Suite 725, San Mateo, CA 94402, which is also the mailing address of the firm. An additional office of the firm is in Mechanicsville, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-312-0200 or by fax 650-312-0206. The normal business hours are 6:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.emersonequity.com.