Embarcadero Financial Group

Embarcadero Financial Group (CRD# 140929) is a financial advisory firm headquartered in San Francisco, CA. They manage $150,510,017 in 203 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $741,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Embarcadero Financial Group
No Advisor Found.
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