EMERY & HOWARD PORTFOLIO MANAGEMENT
Legal name: EMERY HOWARD
CRD #113079 SEC #801-60292 BURLINGAME, CA 650-579-7100
SEC Registered
Total AUM
$1.4B
Discretionary
$1.3B
Employees
6
Clients
51
Accounts
637
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $1.6B | $1.5B | $94.9M | 6 | 0 |
| Jun 2020 | $1.4B | $1.3B | $90.3M | 6 | 0 |
| Jun 2020 | $1.4B | $1.3B | $90.3M | 6 | 0 |
| Jun 2020 | $1.4B | $1.3B | $90.3M | 6 | 0 |
| Jan 2020 | $1.4B | $1.3B | $90.3M | 6 | 0 |
| Dec 2019 | $1.2B | $1.1B | $75.8M | 6 | 0 |
| Mar 2019 | $1.2B | $1.1B | $75.8M | 6 | 0 |
| Mar 2018 | $1.2B | $1.2B | $6.3M | 6 | 0 |
| Mar 2018 | $1.2B | $1.2B | $6.3M | 6 | 0 |
| Jan 2017 | $1.1B | $1.1B | $5.8M | 5 | 600 |
| Nov 2016 | $1.1B | $1B | $7.3M | 5 | 600 |
| Jun 2016 | $1.1B | $1B | $7.3M | 5 | 600 |
| Feb 2016 | $1.1B | $1B | $7.3M | 5 | 600 |
| Apr 2015 | $1B | $1B | $7.8M | 5 | 600 |
| Feb 2015 | $1B | $1B | $7.8M | 5 | 600 |
| Jan 2015 | $1B | $1B | $7.7M | 5 | 600 |
| Mar 2014 | $1B | $1B | $7.7M | 5 | 600 |
| Mar 2014 | $993.8M | $985.9M | $7.9M | 5 | 600 |
| Jan 2014 | $993.8M | $985.9M | $7.9M | 5 | 600 |
| Dec 2013 | $897.1M | $864.4M | $32.7M | 5 | 600 |
| Jun 2013 | $897.1M | $864.4M | $32.7M | 5 | 600 |
| Mar 2013 | $897.1M | $864.4M | $32.7M | 5 | 600 |
| Dec 2012 | $788M | $757.5M | $30.5M | 5 | 600 |
| Jun 2012 | $788M | $757.5M | $30.5M | 6 | 600 |
| Mar 2012 | $788M | $757.5M | $30.5M | 6 | 600 |
| Dec 2011 | $780.6M | $747.1M | $33.5M | 6 | 575 |
| Apr 2011 | $780.6M | $747.1M | $33.5M | 10 | -- |
| Jan 2011 | $767.7M | $710.8M | $56.9M | 10 | -- |
| Nov 2010 | $767.7M | $710.8M | $56.9M | 10 | -- |
| Mar 2010 | $767.7M | $710.8M | $56.9M | 10 | -- |
| Jan 2010 | $589M | $553M | $36M | 10 | -- |
| Mar 2009 | $589M | $553M | $36M | 10 | -- |
| Mar 2008 | $751.5M | $692.5M | $59M | 10 | -- |
| Feb 2007 | $712M | $595.6M | $116.4M | 5 | -- |
| Nov 2006 | $651.3M | $486.3M | $165M | 5 | -- |
| Feb 2006 | $651.3M | $486.3M | $165M | 5 | -- |
| Jan 2006 | $619.3M | $432.3M | $187M | 5 | -- |
| Dec 2005 | $619.3M | $432.3M | $187M | 5 | -- |
| Jun 2005 | $619.3M | $432.3M | $187M | 5 | -- |
| Jun 2001 | $421.6M | $421.6M | $0 | 5 | -- |
| Jun 2001 | $421.6M | $421.6M | $0 | 5 | -- |
| May 2001 | $0 | $0 | $0 | 5 | -- |
DateFeb 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$94.9M
Employees6
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$90.3M
Employees6
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$90.3M
Employees6
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$90.3M
Employees6
Clients0
DateJan 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$90.3M
Employees6
Clients0
DateDec 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$75.8M
Employees6
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$75.8M
Employees6
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6.3M
Employees6
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6.3M
Employees6
Clients0
DateJan 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$5.8M
Employees5
Clients600
DateNov 2016
Total AUM$1.1B
Discretionary$1B
Non-Disc.$7.3M
Employees5
Clients600
DateJun 2016
Total AUM$1.1B
Discretionary$1B
Non-Disc.$7.3M
Employees5
Clients600
DateFeb 2016
Total AUM$1.1B
Discretionary$1B
Non-Disc.$7.3M
Employees5
Clients600
DateApr 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$7.8M
Employees5
Clients600
DateFeb 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$7.8M
Employees5
Clients600
DateJan 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$7.7M
Employees5
Clients600
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$7.7M
Employees5
Clients600
DateMar 2014
Total AUM$993.8M
Discretionary$985.9M
Non-Disc.$7.9M
Employees5
Clients600
DateJan 2014
Total AUM$993.8M
Discretionary$985.9M
Non-Disc.$7.9M
Employees5
Clients600
DateDec 2013
Total AUM$897.1M
Discretionary$864.4M
Non-Disc.$32.7M
Employees5
Clients600
DateJun 2013
Total AUM$897.1M
Discretionary$864.4M
Non-Disc.$32.7M
Employees5
Clients600
DateMar 2013
Total AUM$897.1M
Discretionary$864.4M
Non-Disc.$32.7M
Employees5
Clients600
DateDec 2012
Total AUM$788M
Discretionary$757.5M
Non-Disc.$30.5M
Employees5
Clients600
DateJun 2012
Total AUM$788M
Discretionary$757.5M
Non-Disc.$30.5M
Employees6
Clients600
DateMar 2012
Total AUM$788M
Discretionary$757.5M
Non-Disc.$30.5M
Employees6
Clients600
DateDec 2011
Total AUM$780.6M
Discretionary$747.1M
Non-Disc.$33.5M
Employees6
Clients575
DateApr 2011
Total AUM$780.6M
Discretionary$747.1M
Non-Disc.$33.5M
Employees10
Clients--
DateJan 2011
Total AUM$767.7M
Discretionary$710.8M
Non-Disc.$56.9M
Employees10
Clients--
DateNov 2010
Total AUM$767.7M
Discretionary$710.8M
Non-Disc.$56.9M
Employees10
Clients--
DateMar 2010
Total AUM$767.7M
Discretionary$710.8M
Non-Disc.$56.9M
Employees10
Clients--
DateJan 2010
Total AUM$589M
Discretionary$553M
Non-Disc.$36M
Employees10
Clients--
DateMar 2009
Total AUM$589M
Discretionary$553M
Non-Disc.$36M
Employees10
Clients--
DateMar 2008
Total AUM$751.5M
Discretionary$692.5M
Non-Disc.$59M
Employees10
Clients--
DateFeb 2007
Total AUM$712M
Discretionary$595.6M
Non-Disc.$116.4M
Employees5
Clients--
DateNov 2006
Total AUM$651.3M
Discretionary$486.3M
Non-Disc.$165M
Employees5
Clients--
DateFeb 2006
Total AUM$651.3M
Discretionary$486.3M
Non-Disc.$165M
Employees5
Clients--
DateJan 2006
Total AUM$619.3M
Discretionary$432.3M
Non-Disc.$187M
Employees5
Clients--
DateDec 2005
Total AUM$619.3M
Discretionary$432.3M
Non-Disc.$187M
Employees5
Clients--
DateJun 2005
Total AUM$619.3M
Discretionary$432.3M
Non-Disc.$187M
Employees5
Clients--
DateJun 2001
Total AUM$421.6M
Discretionary$421.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$421.6M
Discretionary$421.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--