EMBARCADERO CAPITAL ADVISORS
Total AUM
$40M
Employees
2Clients
117Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
23151 VERDUGO DRIVE
SUITE 106
LAGUNA HILLS
CA 92653
United States
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
MONDAY - SATURDAY
Phone
949-371-9796
Other Offices
1
Financials
Total AUM
$40M
Accounts
117Discretionary
$40M
Accounts
117Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
15AUM
$15M
HNW Individual Clients
102AUM
$25M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCAFLNYORTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.