EMBARCADERO FINANCIAL GROUP
Tel: 415-391-1200 101 Montgomery Street Suite 1250 San Francisco, California 94104
About EMBARCADERO FINANCIAL GROUP
EMBARCADERO FINANCIAL GROUP is a San Francisco, California based financial advisory firm with nearly $150,510,017 in assets under management and provides investment advisory services for 203 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
140929
Firm SEC#:
801-118400
Assets Under Management:
$150,510,017
No. of Clients:
203
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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