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About Emerson Equity

Emerson Equity is a full-service brokerage firm that specializes in providing complete financial planning and highly personalized investment management services, and inception-to-closing managing broker, and dealer services. It is based in San Mateo, California.

Headquarters Location

155 Bovet Road Suite 725

San Mateo, California, 94402,

United States



Latest Emerson Equity News

Iorio Altamirano LLP Encourages Investors to File FINRA Arbitration Claims Over GWG L Bonds Losses

Nov 21, 2023

4 minute read NEW YORK–(BUSINESS WIRE)– $benf #Arbitration –National investment loss lawyers Iorio Altamirano LLP continue to investigate broker-dealers that sold GWG L Bonds to retail investors. If you suffered losses in the GWG L Bonds, call the firm immediately at (855) 430-4010. Iorio Altamirano LLP represents dozens of GWG L Bond investors across the country and encourages investors who are taking a “wait and see approach” to act now. In light of recent developments in the GWG bankruptcy proceeding and FINRA Arbitration wins for GWG L Bond investors, there is no reason for anyone with meritorious claims to wait to initiate a FINRA arbitration proceeding. Iorio Altamirano LLP was at the forefront of the investigation into the GWG L Bonds starting in late 2021 and has already helped investors recover $1.5 million in losses. Based on the law firm’s investigation, there appears to have been insufficient and inadequate due diligence and training performed by brokerage firms that sold the GWG L Bonds, leading to widespread negligence and misconduct. Many broker-dealers also failed to understand the risks involving GWG Holdings, Inc. and the GWG L Bonds and failed to supervise their brokers. GWG Bankruptcy – What’s true and what’s false? GWG Holdings filed for Chapter 11 bankruptcy on April 20, 2022 (4:2022-bk-90032). Over the past year, investors have received information from many broker-dealers concerning their prospects for recovery through the GWG Bankruptcy proceeding. The information given to investors depicts a false picture that they will either be made whole or receive at least half of their investment. Iorio Altamirano LLP believes this is false and that a potential recovery through the bankruptcy proceeding, if any, will be significantly lower. Any future recovery for GWG L Bondholders relies heavily on GWG’s ability to monetize its equity interest in BENF. BENF stock price hit a 52-week low of $0.47 on November 14, 2023. BENF risks being delisted from Nasdaq if it trades below $1 for 30 days. Over the past couple of weeks, it has become evident that the GWG L Bonds are likely worthless or have nominal value. The GWG Wind Down Trust has liquidated two of its four assets, the portfolio of life insurance policies and its equity interest in FOXO, for a mere $10.5 million. That’s 0.8% of the $1.3 billion owed to L Bondholders. However, most of that cash may not make it to L Bondholders. The third asset the GWG Wind Down Trust holds is its equity interest in BENF, which, as discussed above, appears to have nominal value. BENF closed at $0.525 per share on November 20, 2023, on a very thinly traded market. There is no foreseeable path to substantial monetization for the GWG Wind Down Trust. Finally, monetizing the fourth asset held by the GWG Wind Down Trust, its “retained causes of action” against entities such as BENF and other entities and individuals, is even more speculative, given BENF’s poor financial condition. Broker-Dealers That Sold GWG L Bonds GWG sold the L Bonds through Emerson Equity LLC and a broker-dealer network, which pitched the products to individual retail investors. The broker-dealers who sold L Bonds and shared in the selling commissions included the below firms and other broker-dealers. The securities arbitration law firm Iorio Altamirano LLP is interested in speaking with customers of these firms.

Emerson Equity Frequently Asked Questions (FAQ)

  • Where is Emerson Equity's headquarters?

    Emerson Equity's headquarters is located at 155 Bovet Road, San Mateo.

  • Who are Emerson Equity's competitors?

    Competitors of Emerson Equity include CAIS and 4 more.


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