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Building 2EMBARCADERO FINANCIAL GROUP

Map pinSAN FRANCISCO, CA
Phone415-391-1200
NotebookSEC #801-118400
Total AUM
$169.8M
Employees
4
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 MONTGOMERY STREET
SUITE 1250
SAN FRANCISCO
CA 94104
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
415-391-1200
Other Offices
1

ReceiptFinancials

Total AUM
$169.8M
Accounts
383
Discretionary
$167.9M
Accounts
381
Non-Discretionary
$1.8M
Accounts
2

ContactClients

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Individual Clients
120
AUM
$43.2M
HNW Individual Clients
39
AUM
$92.5M
Pension/Profit Sharing Plan Clients
7
AUM
$34M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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