EMBREE FINANCIAL Group Information
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EMBREE FINANCIAL Group
Summary
EMBREE FINANCIAL Group is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Chicago, Illinois, USA. The number of employees ranges from 1 to 25. The annual revenue of EMBREE FINANCIAL Group varies between 5.0M and 25M. Total funding of the company - $150K. To connect with EMBREE FINANCIAL Group employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Private Wealth Management, Retirement Plan Services, Emerging Wealth
SIC Code
6189
DMA Code
Chicago Metropolitan Area
Founded
1995
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Contact EMBREE FINANCIAL Group
Organization Website
Social Links
Phone Number
312-527-5565
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2000 | Privately Held | 1 - 25 | 10M | $0 | |
| 2003 | - | 10-50 | < 1M | $0 |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at EMBREE FINANCIAL Group shows a diverse range of experience levels:
6% have been with the company for less than 1 year17% for 1–2 years17% for 3–4 years17% for 5–7 years17% for 8–10 years28% have over 11 years of service at EMBREE FINANCIAL GroupEx-employees positions
In Company
In New Company
Contact top employees from
EMBREE FINANCIAL Group
Andrew Nigh
Director of Investments
Cooper Perry
Financial Advisor
Emily Stout
Senior Relationship Manager
Lara Michelle Dalton
Director of Financial Planning, CFP®
Jared Funk
Senior Investment Advisor
Andrew Farinelli
Private Wealth Advisor
Paul Embree
President & CEO
James Karabas JD
Managing Director
Courtney Poffenberger
Associate Director of Operations
Samantha Davidson
Director Of Operations
Jennifer Clifford
Director Of Financial Planning
Phoebe Hurwitz
Associate - Retirement Plan Services
Michael Peart
Partner
Charlie Mottola
Portfolio Manager Intern
Kathryn Pride
Administration
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FAQ
EMBREE FINANCIAL Group operates in the Financial Services industries. More details can be found on the official website: embreefinancialgroup.com.
The headquarters of EMBREE FINANCIAL Group are located in Chicago, United States.
You can contact EMBREE FINANCIAL Group by phone at 312-527-5565.
EMBREE FINANCIAL Group currently employs 10-50 people.
EMBREE FINANCIAL Group's revenue is approximately 10M.
Well-known competitors of EMBREE FINANCIAL Group include Betcher Financial Group and Semmax Financial Group, Inc..
