Embarcadero Capital Advisors

Embarcadero Capital Advisors (CRD# 329285) is a financial advisory firm headquartered in Laguna Hills, CA. They serve the financial needs of clients across 6 states (or territories).

Current Firm Details

23151 Verdugo Drive, Suite 106, Laguna Hills, CA 92653

https://www.embarcaderocapitaladvisors.com

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
Average Account Value

$0

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NY, OR, TX

Financial Advisors at Embarcadero Capital Advisors

Showing 1 - 1 of 1 top financial advisors.

Geoffrey E. Fellows

CRD#: 6262972

23151 Verdugo Drive, Suite 106, Laguna Hills, CA 92653

Geoffrey Fellows (CRD# 6262972) is an Investment Advisor Representative working at Embarcadero Capital Advisors in Laguna Hills, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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