Embarcadero Financial Group
Embarcadero Financial Group is an SEC-registered wealth manager in San Francisco, CA with $169.8M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Embarcadero Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140929, SEC 801-118400, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $169.8M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- San Francisco, CA
- Employees
- 4
- Clients
- 166
- CRD
- 140929
- Ownership
- MCKENNA, JOHN, FRANCIS; EMBARCADERO FINANCIAL GROUP S CORPORATION; ROCKMAN, DAVID, JOSHUA
How much AUM does Embarcadero Financial Group have?
Embarcadero Financial Group reported $169.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Embarcadero Financial Group?
Disclosed owners and executives of Embarcadero Financial Group include MCKENNA, JOHN, FRANCIS, EMBARCADERO FINANCIAL GROUP S CORPORATION, ROCKMAN, DAVID, JOSHUA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.