Sagar
Parikh
Emerson Equity LLC
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About this Advisor
Sagar Parikh is a financial advisor based in Tustin, California, working with Emerson Equity LLC. Sagar has previously held positions at Parikh, Mehta & Associates, Silber Bennett Financial, Inc, Emerson Equity, LLC, Pma Wealth Management, Inc, Woodbury Financial Services Inc, and Spm Investment Management Dba Coordinate Wealth. Sagar has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Sagar is part of Emerson Equity LLC, which operates out of Tustin, California. The firm has 9 offices and 222 employees. The firm manages assets totaling $176.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Emerson Equity LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Emerson Equity LLC Brokerage Details
$176,171,921
222
1,037
$169,886
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Sagar Parikh Work History
Pma Wealth Management, Inc
Emerson Equity, LLC
Emerson Equity, LLC
Spm Investment Management Dba Coordinate Wealth
Parikh, Mehta & Associates
Woodbury Financial Services Inc
Silber Bennett Financial, Inc
Disclosures
Please visit the SEC profile of Sagar Parikh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Emerson Equity LLC
San Mateo, CA
Paicines, CA
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