Overview
Assets Under Management: $2.3 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 288
Average Client Assets: $3 million
Frequently Asked Questions
EMBREE FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108233), EMBREE FINANCIAL GROUP is subject to fiduciary duty under federal law.
EMBREE FINANCIAL GROUP is headquartered in CHICAGO, IL.
EMBREE FINANCIAL GROUP serves 288 high-net-worth clients according to their SEC filing dated December 11, 2025. View client details ↓
According to their SEC Form ADV, EMBREE FINANCIAL GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
EMBREE FINANCIAL GROUP manages $2.3 billion in client assets according to their SEC filing dated December 11, 2025.
According to their SEC Form ADV, EMBREE FINANCIAL GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 288
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,363
Discretionary Accounts: 2,353
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 108233
Filing ID: 2030367
Last Filing Date: 2025-12-11 13:47:54
Website: 5