Embree Financial Group

Embree Financial Group (CRD# 108233) is a financial advisory firm headquartered in Chicago, IL. They manage $826,483,075 in 366 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    826
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $2,258,150
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Embree Financial Group
Showing 1 - 7 of 7 top financial advisors.
1
James J. Karabas
CRD#: 1296427
440 N Wells St, Suite 530, Chicago, IL 60654
96
Wealthminder
score

James Karabas (CRD# 1296427) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 33 years of experience in the finance industry. James Karabas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul M. Embree
CRD#: 1714334
440 N. Wells St. Suite #530, Chicago, IL 60610
93
Wealthminder
score

Paul Embree (CRD# 1714334) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 30 years of experience in the finance industry.

3
William E. Embree
CRD#: 1623427
440 N Wells St, Suite 530, Chicago, IL 60654
93
Wealthminder
score

William Embree (CRD# 1623427) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 21 years of experience in the finance industry.

4
Matthew L. Stadler
CRD#: 1847690
440 N. Wells, Suite 530, Chicago, IL 60610
93
Wealthminder
score

Matthew Stadler (CRD# 1847690) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 26 years of experience in the finance industry.

5
Jennifer Clifford
CRD#: 6621120
440 N Wells St, Suite 530, Chicago, IL 60654
90
Wealthminder
score

Jennifer Clifford (CRD# 6621120) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has 1 year of experience in the finance industry. Jennifer Clifford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Samantha Hays
CRD#: 6753155
440 N Wells St, Suite 530, Chicago, IL 60654
88
Wealthminder
score

Samantha Hays (CRD# 6753155) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has 1 year of experience in the finance industry.

7
Bria M. Santiago
CRD#: 6559584
440 N Wells St, Suite 530, Chicago, IL 60654
88
Wealthminder
score

Bria Santiago (CRD# 6559584) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 2 years of experience in the finance industry.

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