EMBREE FINANCIAL Group Revenue

Financial Services • Chicago, Illinois, United States • 11-20 Employees

EMBREE FINANCIAL Group revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$527,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,000,000
Total funding	No funding

Key Contacts at EMBREE FINANCIAL Group

Lara Michelle Dalton

Director Of Financial Planning, Cfp®

Jared Funk

Director Of Advisory

Courtney Poffenberger

Associate Director Of Operations

Samantha Davidson

Director Of Operations

Company overview

Headquarters	440 N. Wells Street, Suite 530, Chicago, IL 60654, US
Phone number	+13125275591
Websites	embreefinancialgroup.com embreefinancial.com
NAICS	52
SIC	628
Keywords	Private Wealth Management, Retirement Plan Services, Emerging Wealth
Founded	1995
Employees	11-20
Socials

EMBREE FINANCIAL Group Email Formats

EMBREE FINANCIAL Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@embreefinancial.com), used 71.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@embreefinancial.com	71.4%
{first name}{last name}	johndoe@embreefinancial.com	28.6%

About EMBREE FINANCIAL Group

EMBREE FINANCIAL Group is a private wealth management and retirement plan consulting firm located in the heart of Chicago and currently manages over $2 billion in institutional and household assets. Serving over 85 institutional clients and 300 families, EMBREE FINANCIAL Group was recently named one of America's top 300 Registered Investment Advisors by the Financial Times. Our highly experienced staff holds the CFP and CIMA industry designations as well as an MBA and JD. Our investment expertise and client-centric service model provides each client a customized, precise strategy tailored to their unique financial objectives. This model has been a catalyst for our growth over the past 25 years as our clients enjoy the benefits of diversified investment lineups with low costs and access to an experienced advisor that they know and trust. Despite the constantly changing nature of the industry, the founding pillars of EMBREE FINANCIAL and our commitment to provide genuine value to our clients and friends will always remain in our highest regard.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Manager

Employees by Department

EMBREE FINANCIAL Group has 9 employees across 5 departments.

Departments

Number of employees

Funding Data

EMBREE FINANCIAL Group has never raised funding before.

EMBREE FINANCIAL Group Tech Stack

Discover the technologies and tools that power EMBREE FINANCIAL Group's digital infrastructure, from frameworks to analytics platforms.

Jotform

Form builders

SiteGround

Hosting

jQuery

JavaScript libraries

MySQL

Databases

GoDaddy

Hosting

Google Tag Manager

Tag managers

Nginx

Reverse proxies

Contact Form 7

Form builders

PHP

Programming languages

Open Graph

Miscellaneous

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

EMBREE FINANCIAL Group is located in Chicago, Illinois, US.

You can reach EMBREE FINANCIAL Group at +13125275591.

EMBREE FINANCIAL Group generates an estimated annual revenue of $10,000,000. This revenue figure reflects the company's market position and business performance in its industry.

EMBREE FINANCIAL Group has an estimated valuation of $32,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

EMBREE FINANCIAL Group was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.

EMBREE FINANCIAL Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.