Embarcadero Financial Group

EST. AUM
$169,751,288

CONTACTS
5

CLIENT ACCOUNTS
383

Firm Details

Metro area San Francisco
CRD Number 140929
Website embarcaderofinancial.com
Client types

Overview

Embarcadero Financial Group (EFG) is a boutique independent financial services firm based in San Francisco, specializing in comprehensive wealth management, insurance planning, and investment advisory services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Embarcadero Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

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