EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC
Legal name: EMBARCADERO FINANCIAL GROUP
CRD #140929 SEC #801-118400 SAN FRANCISCO, CA 415-391-1200
SEC Registered
Total AUM
$159.9M
Discretionary
$157.2M
Employees
4
Clients
51
Accounts
196
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $159.9M | $157.2M | $2.6M | 4 | 0 |
| Mar 2024 | $150.5M | $148.3M | $2.2M | 4 | 0 |
| Oct 2023 | $179.6M | $177.6M | $2M | 6 | 0 |
| Aug 2023 | $179.6M | $177.6M | $2M | 6 | 0 |
| Mar 2023 | $179.6M | $177.6M | $2M | 6 | 0 |
| Mar 2022 | $207.2M | $204.8M | $2.4M | 6 | 0 |
| Sep 2021 | $164.2M | $161.8M | $2.3M | 6 | 0 |
| Mar 2021 | $164.2M | $161.8M | $2.3M | 6 | 0 |
| Jun 2020 | $126.8M | $124.4M | $2.4M | 6 | 0 |
| Apr 2020 | $126.8M | $124.4M | $2.4M | 6 | 0 |
| Mar 2020 | $126.8M | $124.4M | $2.4M | 6 | 0 |
DateMar 2025
Total AUM$159.9M
Discretionary$157.2M
Non-Disc.$2.6M
Employees4
Clients0
DateMar 2024
Total AUM$150.5M
Discretionary$148.3M
Non-Disc.$2.2M
Employees4
Clients0
DateOct 2023
Total AUM$179.6M
Discretionary$177.6M
Non-Disc.$2M
Employees6
Clients0
DateAug 2023
Total AUM$179.6M
Discretionary$177.6M
Non-Disc.$2M
Employees6
Clients0
DateMar 2023
Total AUM$179.6M
Discretionary$177.6M
Non-Disc.$2M
Employees6
Clients0
DateMar 2022
Total AUM$207.2M
Discretionary$204.8M
Non-Disc.$2.4M
Employees6
Clients0
DateSep 2021
Total AUM$164.2M
Discretionary$161.8M
Non-Disc.$2.3M
Employees6
Clients0
DateMar 2021
Total AUM$164.2M
Discretionary$161.8M
Non-Disc.$2.3M
Employees6
Clients0
DateJun 2020
Total AUM$126.8M
Discretionary$124.4M
Non-Disc.$2.4M
Employees6
Clients0
DateApr 2020
Total AUM$126.8M
Discretionary$124.4M
Non-Disc.$2.4M
Employees6
Clients0
DateMar 2020
Total AUM$126.8M
Discretionary$124.4M
Non-Disc.$2.4M
Employees6
Clients0