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EMERY & HOWARD PORTFOLIO MANAGEMENT

Advisory

N·BURLINGAME, CA

Data as of Feb 5, 2021 · Source: SEC Form ADV

Total AUM

$1.6B

1-Year AUM Growth

+15.2%

3-Year CAGR

+9.7%

Employees

3

Assets Under Management

Total AUM$1.6B

Discretionary AUM$1.5B

Non-Discretionary AUM$95M

Discretionary %94.2%

Total Clients—

Team

Total Employees3

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record50

First FilingMay 16, 2001

Latest FilingFeb 5, 2021

🔒 Full AUM trend chart and 50 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EMERY & HOWARD PORTFOLIO MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.