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EMBARCADERO CAPITAL ADVISORS
EMBARCADERO CAPITAL ADVISORS
LAGUNA HILLS, California
·
2 registered advisors
·
CRD# 329285
SEC# 801-129306
1
949-371-9796
01
Firm Overview
AUM
$40M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at EMBARCADERO CAPITAL ADVISORS
2 registered advisors
Geoffrey Erik Fellows
LAGUNA HILLS, California
CRD# 6262972
Parker Terrill Austin
LAGUNA HILLS, California
CRD# 6270114
05
Office Locations
LAGUNA HILLS, California
2 advisors
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Data sourced from SEC Form ADV filings. EMBARCADERO CAPITAL ADVISORS (CRD# 329285) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.