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Building 2EMBARCADERO CAPITAL ADVISORS

Map pinLAGUNA HILLS, CA
Phone949-371-9796
NotebookSEC #801-129306
Total AUM
$40M
Employees
2
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23151 VERDUGO DRIVE
SUITE 106
LAGUNA HILLS
CA 92653
United States
Operating Hours
MON - FRI: 8 A.M. - 5 P.M.; SAT: 8 A.M. - 12 P.M
MONDAY - SATURDAY
Phone
949-371-9796
Other Offices
1

ReceiptFinancials

Total AUM
$40M
Accounts
117
Discretionary
$40M
Accounts
117
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$15M
HNW Individual Clients
102
AUM
$25M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNYORTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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