Embree Financial Group

$2.64BAssets under management
as of Aug 2026 · SEC Form ADV
Chicago, IL
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No one at Embree Financial Group has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $900M held · filed Dec 2024