EMBREE FINANCIAL GROUP

CHICAGO, Illinois·2 registered advisors·CRD# 108233

SEC# 801-634894312-527-5565

01

Firm Overview

AUM

$2.0B

Regulatory assets under management

Employees

19

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

Market timing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at EMBREE FINANCIAL GROUP

2 registered advisors

James J Karabas

CHICAGO, Illinois

Paul Moody Embree

CHICAGO, Illinois

05

Office Locations

CHICAGO, Illinois

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Data sourced from SEC Form ADV filings. EMBREE FINANCIAL GROUP (CRD# 108233) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.