EMBREE FINANCIAL GROUP

440 N Wells St
Suite 530
Chicago, Illinois 60654
Tel: 312-527-5565

About EMBREE FINANCIAL GROUP

EMBREE FINANCIAL GROUP, formally registered with the SEC as EMBREE FINANCIAL GROUP. The firm was established in 09/23/2004. They have over 5 offices throughout the country.

EMBREE FINANCIAL GROUP is a Chicago, Illinois based Financial Planning firm with nearly $2,282,297,500 assets under management, offering retirement planning & investment advisory services to 2363 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108233
SEC#	801-63489
Assets Managed by Firm	$2,282,297,500
No. of Clients	2363
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	2363	$2,282,297,500
Individuals (other than high net worth individuals)	497	$138,757,514
High net worth individuals	288	$903,429,833
Pension and profit sharing plans	86	$1,209,367,212
Corporations or other businesses	12	$30,742,941

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BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
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