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EMBREE FINANCIAL GROUP

SEC Form ADV profile.

Total regulatory AUM
$2,644,868,887
Discretionary
$2,636,416,306
Non-discretionary
$8,452,581

Firm details

CRD number
108233
SEC file number
801-63489
Main office
CHICAGO, IL, United States
Employees
18
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based

As of October 2026.