EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC
Doing business as EMBARCADERO FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$169,751,288
Discretionary
$167,924,436
Non-discretionary
$1,826,852
Firm details
- CRD number
- 140929
- SEC file number
- 801-118400
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of November 2026.