EMERSON EQUITY LLC

155 Bovet Road, Suite 725
San Mateo, California 94402
Tel: 650-312-0200

About EMERSON EQUITY LLC

EMERSON EQUITY LLC, formally registered with the SEC as EMERSON EQUITY LLC. The firm was established in 04/16/2021. They have over 10 offices throughout the country.

EMERSON EQUITY LLC is a San Mateo, California based Financial Planning firm with nearly $176,171,921 assets under management, offering retirement planning & investment advisory services to 1037 clients. The firm is staffed with 222 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130032
SEC#	801-120835
Assets Managed by Firm	$176,171,921
No. of Clients	1037
No. of Advisors	222

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS))

Firm Client Information

	No. of Clients	AUM
Firm Total	1037	$176,171,921
Individuals (other than high net worth individuals)	451	$148,741,104
High net worth individuals	144	$23,990,817
Pension and profit sharing plans	Fewer than 5 clients	$3,440,000

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