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EMBARCADERO FINANCIAL GROUP

Tel: 415-391-1200
101 Montgomery Street
Suite 1250
San Francisco, California  94104

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EMBARCADERO FINANCIAL GROUP

EMBARCADERO FINANCIAL GROUP is a San Francisco, California based financial advisory firm with nearly $150,510,017 in assets under management and provides investment advisory services for 203 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm CRD#:

140929

SEC#:

801-118400

No. of Clients:

203

Assets under Management

$150,510,017

No. of Advisors:

4

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