EMBREE FINANCIAL Group Overview
Contact top employees from
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.
EMBREE FINANCIAL Group industries
Financial Services
Headquarters Location
EMBREE FINANCIAL Group 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
EMBREE FINANCIAL Group Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2000 | Privately Held | 1 - 25 | 10M | $0 | |
| 2003 | - | 10-50 | < 1M | $0 |
EMBREE FINANCIAL Group Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
2Total number all of employee turnover
< 1joined positions
< 1joined positions
Current employees switched from
1
Gradepoint Financial
Portfolio Manager Intern
1
Ex-employees switched to
B
1
McHenry Advisers
Finance Intern
1
Number of employees by department
1Total number all of employee turnover
< 1Portfolio Manager Intern
Ex-employees positions
In Company
Portfolio Manager Intern
1
In New Company
1
Finance Intern
Portfolio Manager Intern
1
Finance Intern
1
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
