Embree Financial Group
Embree Financial Group (CRD# 108233) is a financial advisory firm headquartered in Chicago, IL. They manage $2,043,409,148 in 798 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management2,043MILLION
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Total Number of Accounts798ACCOUNTS
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Average Account Value$2,560,663
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
IL, TX
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.
Paul Embree (CRD# 1714334) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 36 years of experience in the finance industry.
William Embree (CRD# 1623427) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 27 years of experience in the finance industry.
Andrew Farinelli (CRD# 6355958) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 9 years of experience in the finance industry.
Samantha Hays (CRD# 6753155) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 7 years of experience in the finance industry.
James Karabas (CRD# 1296427) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 39 years of experience in the finance industry.
Michael Peart (CRD# 6507793) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 8 years of experience in the finance industry.
Matthew Stadler (CRD# 1847690) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 32 years of experience in the finance industry.