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Emery & Howard Portfolio Management

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Dec. 4, 2019
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $698.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

3

name start date
Michael Kevin Howard
June 2001
Frank Carmen Marinaro
June 2001
Robert David Gross
September 2006

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Michael Kevin Howard President, Portfolio Manager January, 2001 75% or more
    Frank Carmen Marinaro Managing Director, Portfolio Management And Chief Compliance Officer May, 2005 less than 5%
    Robert David Gross Managing Director, Financial Planning August, 2006 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets