The EMBREE FINANCIAL GROUP is a privately held investment adviser that advises $2.64Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. EMBREE FINANCIAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 357.9% over the last 5-years.
The Group has been registered with the SEC for 21.87 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 440 N WELLS ST SUITE 530, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 19 employees comprised of 14 investment and 5 non-investment staff. The total number of Employees increased by 72.73% over the last 5-years.
Their $2.64Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 100 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $1.31Bn or 49.63% of Total Assets and High Net Worth Individuals own $1.15Bn or 43.42% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
EMBREE FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.