Emery Howard

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

333 Lorton Ave, Burlingame, California, ...

Phone Number

(650) 579-7100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
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1
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1
1

About Emery Howard

Emery Howard Portfolio Management has provided personalized timely investment advice and money management services to high net-worth clients since 1991. With over $1.0 billion in assets under management and located in the San Francisco Bay Area, Emery Howard understands and serves the entrepreneurial spirit that has fueled the innovation and explosive growth of Silicon Valley. We have extensive knowledge of complex financial issues and more importantly, a deep understanding of our clients, their needs, and how to help them achieve their financial goals. "Our mission is to help individuals, businesses, and organizations achieve their financial goals through sound investment practices built around the tenets of experience, honesty, and integrity.Explore more
Emery Howard's Social MediaPopular SearchesEmery HowardEmery Howard Portfolio ManagementEmery & Howard Portfolio ManagementEmeryEmery Howard Portfolio MgmntSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Emery Howard

<$5M
1-10
Private
<$5M
1991
N/A
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
11-50
Private
-
2004
Matt Howard, President & Chief Executive Officer at Premier Wealth Management Group
Matt HowardPresident & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
-
JL
Jack LubeckerPresident and CCO
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Emery Howard is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Emery Howard is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Emery Howard.

Emery Howard financials insights

Gather financial insights about Emery Howard, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Emery Howard's Financials Insights

Emery Howard Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Emery Howard

What is Emery Howard's official website?
Emery Howard's official website is www.emeryhoward.com
What is Emery Howard's Revenue?
Emery Howard's revenue is <$5 Million
What is Emery Howard's SIC code?
Emery Howard's SIC: 62,628
What is Emery Howard's NAICS code?
Emery Howard's NAICS: 52,523
How many employees does Emery Howard have?
Emery Howard has 1-10 employees
What industry does Emery Howard belong to?
Emery Howard is in the industry of: Finance, Securities Trading
What is Emery Howard competition?
Emery Howard top competitors include: Bagby Wealth Management, Integrity Investment Management, Nobile Hinchey Private Wealth Management, Premier Wealth Management Group
What companies has Emery Howard acquired?
Emery Howard has acquired the companies: Berno Financial Management, Reilly Financial Advisors, Creative Planning Technology Solutions, Baseline Wealth Management
What technology does Emery Howard use?
Some of the popular technologies that Emery Howard uses are: Barracuda Networks, AppRiver, Amazon Web Hosting, Cloudflare Security
How do I contact Emery Howard?
Emery Howard contact info: Phone number: (650) 579-7100 Website: www.emeryhoward.com
What does Emery Howard do?

Emery Howard Portfolio Management has provided personalized timely investment advice and money management services to high net-worth clients since 1991. With over $1.0 billion in assets under management and located in the San Francisco Bay Area, Emery Howard understands and serves the entrepreneurial spirit that has fueled the innovation and explos... ive growth of Silicon Valley. We have extensive knowledge of complex financial issues and more importantly, a deep understanding of our clients, their needs, and how to help them achieve their financial goals. "Our mission is to help individuals, businesses, and organizations achieve their financial goals through sound investment practices built around the tenets of experience, honesty, and integrity.Read More

What are Emery Howard social media links?
Emery Howard Linkedin page
Is Emery Howard a public company?
Emery Howard is private company therefore does not currently have an official ticker symbol
See more information about Emery Howard

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