The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

89. Emery Howard Portfolio Management

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Located in the San Francisco Bay Area, Emery Howard focuses on strategic asset allocation, optimizing portfolios based on global diversification, return expectations and complementing asset classes. Each client's portfolio is constructed around equity and fixed-income investments utilizing exchange-traded funds, institutional class mutual funds and individual bonds.

Total AUM: $1.21B+

Years in Business: 18

Accounts Under Management: 1,735

Principals:

Michael Howard, President

Frank Marinaro, Managing Director

Contact:

www.emeryhoward.com

333 Lorton Avenue, Burlingame, CA 94010

(650) 579-7100