EMBREE FINANCIAL Group
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
440 N Wells St Ste 530, Chicago, Illinoi...Phone Number
(312) 527-5565Website
www.embreefinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
2
1
1
About EMBREE FINANCIAL Group
Embree Financial is a Chicago-based independent investment advisory firm that has been dedicated to putting clients first for over 25 years. They provide tailored financial planning and investment management services to a diverse range of clients including retiring couples, ambitious professionals, and divorcing individuals. Their offerings include organizing financial affairs, developing holistic strategies, managing investments, and providing education funding strategies. With over 2 billion dollars in managed assets and a commitment to helping clients achieve their wealth potential, they serve individuals and corporate clients nationwide.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
EMBREE FINANCIAL Group
<$5M
11-50
Private
<$5M
1995
SD
Samantha DavidsonChief Compliance Officer & Director, Operations
Company Profile Activity
Activity Insights
EMBREE FINANCIAL Group is experiencing very low activity levels compared to other companies in the Finance sector.
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EMBREE FINANCIAL Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EMBREE FINANCIAL Group.
EMBREE FINANCIAL Group financials insights
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2020
Debt
$150K
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Embree Financial is a Chicago-based independent investment advisory firm that has been dedicated to putting clients first for over 25 years. They provide tailored financial planning and investment management services to a diverse range of clients including retiring couples, ambitious professionals, and divorcing individuals. Their offerings include... Read More
