1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2EMBREE FINANCIAL GROUP

Map pinCHICAGO, IL
Phone312-527-5565
NotebookSEC #801-63489
Total AUM
$2.6B
Employees
19
Clients
936

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
440 N WELLS ST
SUITE 530
CHICAGO
IL 60654
United States
Operating Hours
8:00AM-6:00PM
Monday - Friday
Phone
312-527-5565
Other Offices
6

ReceiptFinancials

Total AUM
$2.6B
Accounts
2,378
Discretionary
$2.6B
Accounts
2,374
Non-Discretionary
$8.5M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
472
AUM
$153.2M
HNW Individual Clients
363
AUM
$1.1B
Pension/Profit Sharing Plan Clients
88
AUM
$1.3B
Corporation or Business Clients
12
AUM
$30.5M
Other Clients
1
AUM
$507.2K
Description of Other Clients
INVESTMENT CLUB

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTFLIAILINKSMINCNHNJNYOHORPASCTNTXVAWAWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account