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EMBREE FINANCIAL GROUP

Tel: 312-527-5565
440 N Wells St
Suite 530
Chicago, Illinois  60654

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EMBREE FINANCIAL GROUP

EMBREE FINANCIAL GROUP is a Chicago, Illinois based financial advisory firm with nearly $2,282,297,500 in assets under management and provides investment advisory services for 2363 clients. There are currently 18 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters

Fee Structure:

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

Firm CRD#:

108233

SEC#:

801-63489

No. of Clients:

2363

Assets under Management

$2,282,297,500

No. of Advisors:

18

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