Embree Financial Group

Get Full Access

Description

  • EMBREE FINANCIAL Group is a private wealth management and retirement plan consulting firm located in the heart of Chicago. Serving over 70 institutional clients and 125 families the firm was recently named one of America's top 300 Registered Investment Advisors by the Financial Times. In Addition, a Brightscope study in 2011, named EMBREE FINANCIAL Group one of the top 25 RIA firms in Chicago by assets under management. Our highly experienced staff holds the CFA, CFP and CIMA industry designations as well as an MBA and JD. Our investment expertise, customized solutions architecture and client-centric service model provides each client, crafting customized, precise strategy tailored to their unique financial objectives. This model has been a catalyst for our growth over the past 20 years as our clients enjoy the benefits of diversified investment lineups with low costs and access to an experienced advisor that they know and trust. Despite the constantly changing nature of the industry, the founding pillars of EMBREE FINANCIAL and our commitment to provide genuine value to our clients and friends will always remain in our highest regard.
  • location

    Headquarters:440 North Wells Street Suite 530, Chicago, Illinois, United States

    More
  • Embree Financial Group phone

    Phone Number: +1 312-527-5565

  • Embree Financial Group website

    Website: https://www.embreefinancialgroup.com

  • Embree Financial Group employees

    Employees:12

  • Embree Financial Group revenue

    Revenue:$1 - 10M

  • Embree Financial Group legal name

    Legal Name:Embree Financial Group

  • Embree Financial Group's Social Media

    Embree Financial Group linkedin
  • done Is this data correct?
  • |  NAICS Code: 541611  |

    Show More
Person level website identification

CEO for Embree Financial Group

Paul Embree

President And Chief Executive Officer

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Jennifer Clifford

Director Of Financial Planning

James Karabas

Managing Director

Samantha Davidson

Director Of Operations

Gregory Makela

Investment Manager

Samantha Hays

Relationship Manager

Frequently Asked Questions regarding Embree Financial Group

  • Where are Embree Financial Group's Headquarters?

    Embree Financial Group's Headquarters are in 440 North Wells Street Suite 530,Chicago,Illinois,United States

  • What is Embree Financial Group's phone number?

    Embree Financial Group's phone number is +1 312-527-5565

  • What is Embree Financial Group's official website?

    Embree Financial Group's official website is https://www.embreefinancialgroup.com

  • What is Embree Financial Group's Revenue?

    Embree Financial Group's revenue is $1 - 10M

  • What is Embree Financial Group's NAICS code?

    Embree Financial Group's NAICS code is 541611

  • How many employees are working in Embree Financial Group

    Embree Financial Group has 12 employees

  • What is Embree Financial Group's Industry?

    Embree Financial Group is in the industry of Financial Services

  • Who is Embree Financial Group's CEO?

    Embree Financial Group's CEO is Paul Embree

Company Directory