EMBARCADERO FINANCIAL GROUP

101 Montgomery Street
Suite 1250
San Francisco, California 94104
Tel: 415-391-1200

About EMBARCADERO FINANCIAL GROUP

EMBARCADERO FINANCIAL GROUP, formally registered with the SEC as EMBARCADERO FINANCIAL GROUP. The firm was established in 04/10/2020. They have over 2 offices throughout the country.

EMBARCADERO FINANCIAL GROUP is a San Francisco, California based Financial Planning firm with nearly $150,510,017 assets under management, offering retirement planning & investment advisory services to 203 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140929
SEC#	801-118400
Assets Managed by Firm	$150,510,017
No. of Clients	203
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	203	$150,510,017
Individuals (other than high net worth individuals)	158	$65,157,688
High net worth individuals	38	$60,662,272
Pension and profit sharing plans	7	$24,690,057

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