EMBREE FINANCIAL GROUP

CRD 108233 · SEC 801-63489

Visit website

440 N WELLS ST, SUITE 530, CHICAGO, IL, 60654, United States

Phone

312-527-5565

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.64B

Discretionary AUM

$2.64B

Team

19 total employees; 14 advisory reps; 10 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Other (specify)

Filing date

2026-02-13

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals

Client types

Type	Clients	AUM
Individuals	472	$153.2M
High net worth individuals	363	$1.15B
Pension/profit sharing plans	88	$1.31B
Corporations/business entities	12	$30.5M

States served

AZ, CA, CO, IL, IN, IA, KS, MI, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WI, WA, TX, NH, CT, FL

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/EMBREE-FINANCIAL-GROUP/
HTTP://WWW.EMBREEFINANCIALGROUP.COM

Official SEC filing: View on IAPD