Active
EMBARCADERO FINANCIAL GROUP
Investment Advice|SAN FRANCISCO, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$159.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 157.2M |
| Non-Discretionary | 2.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 140929 |
| SEC Number | 801-118400 |
| Street Address | 101 MONTGOMERY STREET |
| Street Address 2 | SUITE 1250 |
| Location | SAN FRANCISCO, CA 94104 |
| Country | United States |
| Phone | 415-391-1200 |
| Fax | 415-391-1248 |
| Total Employees | 4 |
| Business Types | insurance_broker |
Client Count by Type (196 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 146 |
| High Net Worth Individual… | 44 |
| Pension/Profit Sharing Pl… | 6 |
Community Partners
CITY OF ALAMEDA
CITY OF ALBANY
CITY OF BERKELEY
CITY OF DUBLIN
CITY OF EMERYVILLE
CITY OF FREMONT
CITY OF HAYWARD
CITY OF LIVERMORE
CITY OF NEWARK
CITY OF OAKLAND
CITY OF PIEDMONT
CITY OF PLEASANTON
CITY OF SAN LEANDRO
CITY OF SAN MATEO
CITY OF UNION CITY
COUNTY OF ALAMEDA
CITY OF ALAMEDA
CITY OF ALBANY
CITY OF BERKELEY
CITY OF DUBLIN
CITY OF EMERYVILLE
CITY OF FREMONT
CITY OF HAYWARD
CITY OF LIVERMORE
CITY OF NEWARK
CITY OF OAKLAND
CITY OF PIEDMONT
CITY OF PLEASANTON
CITY OF SAN LEANDRO
CITY OF SAN MATEO
CITY OF UNION CITY
COUNTY OF ALAMEDA
CITY OF ALAMEDA
CITY OF ALBANY
CITY OF BERKELEY
CITY OF DUBLIN
CITY OF EMERYVILLE
CITY OF FREMONT
CITY OF HAYWARD
CITY OF LIVERMORE
CITY OF NEWARK
CITY OF OAKLAND
CITY OF PIEDMONT
CITY OF PLEASANTON
CITY OF SAN LEANDRO
CITY OF SAN MATEO
CITY OF UNION CITY
COUNTY OF ALAMEDA
Municipal Government
16 Active
16
Organizations
ABAG PUB OWNED ENERGY RES (ABAG POWER)
ALAMEDA ALLIANCE JOINT POWERS AUTHORITY
Alameda CFD No 1
Alameda CFD No 13-1
Alameda CFD No 2
Alameda CFD No 22-1
Alameda CFD No 4
ALAMEDA-CONTRA COSTA SCHOOLS FINANCING AUTHORITY
ALAMEDA-CONTRA COSTA TRANSIT DISTRICT
ALAMEDA COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT
ALAMEDA COUNTY FLOOD CONTROL & WATER CONSERVATION DISTRICT ZONE 7
ALAMEDA COUNTY HOUSING AUTHORITY
ALAMEDA COUNTY MOSQUITO ABATEMENT DISTRICT
ALAMEDA COUNTY REDEVELOPMENT DALTON
ALAMEDA COUNTY RESOURCE CONSERVATION DISTRICT
ALAMEDA COUNTY SCHOOLS INSURANCE GROUP
ALAMEDA COUNTY TRANSPORTATION COMMISSION
ALAMEDA COUNTY WASTE MANAGEMENT AUTHORITY
ALAMEDA COUNTY WATER DISTRICT
ALAMEDA HEALTH SYSTEM
ABAG PUB OWNED ENERGY RES (ABAG POWER)
ALAMEDA ALLIANCE JOINT POWERS AUTHORITY
Alameda CFD No 1
Alameda CFD No 13-1
Alameda CFD No 2
Alameda CFD No 22-1
Alameda CFD No 4
ALAMEDA-CONTRA COSTA SCHOOLS FINANCING AUTHORITY
ALAMEDA-CONTRA COSTA TRANSIT DISTRICT
ALAMEDA COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT
ALAMEDA COUNTY FLOOD CONTROL & WATER CONSERVATION DISTRICT ZONE 7
ALAMEDA COUNTY HOUSING AUTHORITY
ALAMEDA COUNTY MOSQUITO ABATEMENT DISTRICT
ALAMEDA COUNTY REDEVELOPMENT DALTON
ALAMEDA COUNTY RESOURCE CONSERVATION DISTRICT
ALAMEDA COUNTY SCHOOLS INSURANCE GROUP
ALAMEDA COUNTY TRANSPORTATION COMMISSION
ALAMEDA COUNTY WASTE MANAGEMENT AUTHORITY
ALAMEDA COUNTY WATER DISTRICT
ALAMEDA HEALTH SYSTEM
ABAG PUB OWNED ENERGY RES (ABAG POWER)
ALAMEDA ALLIANCE JOINT POWERS AUTHORITY
Alameda CFD No 1
Alameda CFD No 13-1
Alameda CFD No 2
Alameda CFD No 22-1
Alameda CFD No 4
ALAMEDA-CONTRA COSTA SCHOOLS FINANCING AUTHORITY
ALAMEDA-CONTRA COSTA TRANSIT DISTRICT
ALAMEDA COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT
ALAMEDA COUNTY FLOOD CONTROL & WATER CONSERVATION DISTRICT ZONE 7
ALAMEDA COUNTY HOUSING AUTHORITY
ALAMEDA COUNTY MOSQUITO ABATEMENT DISTRICT
ALAMEDA COUNTY REDEVELOPMENT DALTON
ALAMEDA COUNTY RESOURCE CONSERVATION DISTRICT
ALAMEDA COUNTY SCHOOLS INSURANCE GROUP
ALAMEDA COUNTY TRANSPORTATION COMMISSION
ALAMEDA COUNTY WASTE MANAGEMENT AUTHORITY
ALAMEDA COUNTY WATER DISTRICT
ALAMEDA HEALTH SYSTEM
Special District
95 Active
95
Organizations
Alameda City Unified School District
ALAMEDA UNIFIED SCH DIST
ALBANY CITY UNIFIED SCH DIST
AMERICAN INDIAN MODEL SCHOOLS
AMERICAN RIVER COLLEGE
ARISE HIGH SCHOOL
BERKELEY UNIFIED SCH DIST
CALIFORNIA ONLINE COMMUNITY COLLEGE DISTRICT
CASTRO VAL UNIFIED SCH DIST
CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT
CHARLES A JONES SKILLS & BUSINESS EDUCATION CENTER
CITY COLLEGE OF SAN FRANCISCO
COLLEGE OF SAN MATEO
COSUMNES RIVER COLLEGE
DUBLIN UNIF SCH DISTRICT
EDEN AREA REGIONAL OCCUPATIONAL PROGRAM
EMERY UNI SCH DIST
FREMONT GIFTED ORGANIZATION
FREMONT UNIF SCHOOL DIST
HAYWARD UNIFIED SCHOOL DISTRICT
Alameda City Unified School District
ALAMEDA UNIFIED SCH DIST
ALBANY CITY UNIFIED SCH DIST
AMERICAN INDIAN MODEL SCHOOLS
AMERICAN RIVER COLLEGE
ARISE HIGH SCHOOL
BERKELEY UNIFIED SCH DIST
CALIFORNIA ONLINE COMMUNITY COLLEGE DISTRICT
CASTRO VAL UNIFIED SCH DIST
CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT
CHARLES A JONES SKILLS & BUSINESS EDUCATION CENTER
CITY COLLEGE OF SAN FRANCISCO
COLLEGE OF SAN MATEO
COSUMNES RIVER COLLEGE
DUBLIN UNIF SCH DISTRICT
EDEN AREA REGIONAL OCCUPATIONAL PROGRAM
EMERY UNI SCH DIST
FREMONT GIFTED ORGANIZATION
FREMONT UNIF SCHOOL DIST
HAYWARD UNIFIED SCHOOL DISTRICT
Alameda City Unified School District
ALAMEDA UNIFIED SCH DIST
ALBANY CITY UNIFIED SCH DIST
AMERICAN INDIAN MODEL SCHOOLS
AMERICAN RIVER COLLEGE
ARISE HIGH SCHOOL
BERKELEY UNIFIED SCH DIST
CALIFORNIA ONLINE COMMUNITY COLLEGE DISTRICT
CASTRO VAL UNIFIED SCH DIST
CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT
CHARLES A JONES SKILLS & BUSINESS EDUCATION CENTER
CITY COLLEGE OF SAN FRANCISCO
COLLEGE OF SAN MATEO
COSUMNES RIVER COLLEGE
DUBLIN UNIF SCH DISTRICT
EDEN AREA REGIONAL OCCUPATIONAL PROGRAM
EMERY UNI SCH DIST
FREMONT GIFTED ORGANIZATION
FREMONT UNIF SCHOOL DIST
HAYWARD UNIFIED SCHOOL DISTRICT
School District
40 Active
40
Organizations
10000 CRIES FOR JUSTICE
1000-1100 Dexter Avenue Inc
1000 MOTHERS TO PREVENT VIOLENCE
100 BLACK MEN OF SACRAMENTO INC
100 BLACK MEN OF THE BAY AREA INC
100 DOORS COMMUNITY FOUNDATION INC
100GOODSTORIES INCORPORATED
100 OAK STREET CORPORATION
1010 South Van Ness Inc
10129 FOUNDATION
1020 IOWA AVENUE INC
10TH CALVARY BUFFALO SOLDIERS OF NORTHERN CALIFORNIA
10 THOUSAND WINDOWS INC
10X BETTER FOUNDATION
10X RESTART
111 TURLOCK
112 ALVES LANE INC
1155 MARKET QALICB
11722 AVON WAY HOMEOWNERS ASSOCIATION
117 DIAMOND
10000 CRIES FOR JUSTICE
1000-1100 Dexter Avenue Inc
1000 MOTHERS TO PREVENT VIOLENCE
100 BLACK MEN OF SACRAMENTO INC
100 BLACK MEN OF THE BAY AREA INC
100 DOORS COMMUNITY FOUNDATION INC
100GOODSTORIES INCORPORATED
100 OAK STREET CORPORATION
1010 South Van Ness Inc
10129 FOUNDATION
1020 IOWA AVENUE INC
10TH CALVARY BUFFALO SOLDIERS OF NORTHERN CALIFORNIA
10 THOUSAND WINDOWS INC
10X BETTER FOUNDATION
10X RESTART
111 TURLOCK
112 ALVES LANE INC
1155 MARKET QALICB
11722 AVON WAY HOMEOWNERS ASSOCIATION
117 DIAMOND
10000 CRIES FOR JUSTICE
1000-1100 Dexter Avenue Inc
1000 MOTHERS TO PREVENT VIOLENCE
100 BLACK MEN OF SACRAMENTO INC
100 BLACK MEN OF THE BAY AREA INC
100 DOORS COMMUNITY FOUNDATION INC
100GOODSTORIES INCORPORATED
100 OAK STREET CORPORATION
1010 South Van Ness Inc
10129 FOUNDATION
1020 IOWA AVENUE INC
10TH CALVARY BUFFALO SOLDIERS OF NORTHERN CALIFORNIA
10 THOUSAND WINDOWS INC
10X BETTER FOUNDATION
10X RESTART
111 TURLOCK
112 ALVES LANE INC
1155 MARKET QALICB
11722 AVON WAY HOMEOWNERS ASSOCIATION
117 DIAMOND
Nonprofit Organization
28264 Active
28264
Organizations
Community Partners156 organizations
COUNTY OF ALAMEDA
Municipal Government·OAKLAND
ABAG PUB OWNED ENERGY RES (ABAG POWER)
Special District·OAKLAND
ALAMEDA ALLIANCE JOINT POWERS AUTHORITY
Special District·ALAMEDA
Alameda CFD No 1
Special District
Alameda CFD No 13-1
Special District
Alameda CFD No 2
Special District
Alameda CFD No 22-1
Special District
Alameda CFD No 4
Special District
ALAMEDA-CONTRA COSTA SCHOOLS FINANCING AUTHORITY
Special District·HAYWARD
ALAMEDA COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT
Special District·HAYWARD
ALAMEDA COUNTY FLOOD CONTROL & WATER CONSERVATION DISTRICT ZONE 7
Special District·LIVERMORE
ALAMEDA COUNTY REDEVELOPMENT DALTON
Special District·HAYWARD
ALAMEDA COUNTY RESOURCE CONSERVATION DISTRICT
Special District·LIVERMORE
ALAMEDA COUNTY TRANSPORTATION COMMISSION
Special District·OAKLAND
ALAMEDA HEALTH SYSTEM
Special District·OAKLAND
ALAMEDA MUNICIPAL POWER
Special District·ALAMEDA
Alameda Public Financing Authority
Special District
ALTAMONT REGIONAL TRAFFIC AUTHORITY
Special District·OAKLAND
AREA 4 AGENCY ON AGING
Special District·SACRAMENTO
AVA COMMUNITY ENERGY AUTHORITY
Special District·OAKLAND
BAY AREA AIR QUALITY MANAGEMENT DISTRICT
Special District·SAN FRANCISCO
BAY AREA CLEAN WATER AGENCIES
Special District·OAKLAND
BAY AREA HEADQUARTERS AUTHORITY
Special District·SAN FRANCISCO
BAY AREA HOUSING AUTHORITY RISK MANAGEMENT AGENCY
Special District·OAKLAND
BYRON BETHANY IRRIGATION DISTRICT
Special District·BYRON
CPS HR CONSULTING
Special District·SACRAMENTO
EAST BAY-DELTA HOUSING AND FINANCE AGENCY
Special District·SAN FRANCISCO
EAST BAY DISCHARGERS AUTHORITY
Special District·SAN LORENZO
EAST BAY MUNICIPAL UTILITY DISTRICT
Special District·OAKLAND
EAST BAY REGIONAL PARK DISTRICT
Special District·OAKLAND
Alameda City Unified School District
School District
AMERICAN INDIAN MODEL SCHOOLS
School District·OAKLAND
AMERICAN RIVER COLLEGE
School District·SACRAMENTO
ARISE HIGH SCHOOL
School District·OAKLAND
CALIFORNIA ONLINE COMMUNITY COLLEGE DISTRICT
School District·SACRAMENTO
CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT
School District·DUBLIN
CHARLES A JONES SKILLS & BUSINESS EDUCATION CENTER
School District·SACRAMENTO
COLLEGE OF SAN MATEO
School District·SAN MATEO
EDEN AREA REGIONAL OCCUPATIONAL PROGRAM
School District·HAYWARD
HAYWARD UNIFIED SCHOOL DISTRICT
School District·HAYWARD
LIGHTHOUSE COMMUNITY CHARTER SCHOOL
School District·OAKLAND
LOS RIOS COMMUNITY COLLEGE DISTRICT
School District·SACRAMENTO
RISING START YOUTH FOUNDATION
School District·DUBLIN
SACRAMENTO CITY COLLEGE
School District·SACRAMENTO
SAN FRANCISCO COMMUNITY COLLEGE DISTRICT
School District·SAN FRANCISCO
SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT
School District·SAN MATEO
SOUTHERN CALIFORNIA REGIONAL OCCUPATIONAL CENTER
School District·TORRANCE
10000 CRIES FOR JUSTICE
Nonprofit Organization·UNION CITY
1000-1100 Dexter Avenue Inc
Nonprofit Organization·San Francisco
1000 MOTHERS TO PREVENT VIOLENCE
Nonprofit Organization·Hayward
100 BLACK MEN OF SACRAMENTO INC
Nonprofit Organization·Sacramento
100 BLACK MEN OF THE BAY AREA INC
Nonprofit Organization·Oakland
100 DOORS COMMUNITY FOUNDATION INC
Nonprofit Organization·SACRAMENTO
100GOODSTORIES INCORPORATED
Nonprofit Organization·SAN FRANCISCO
100 OAK STREET CORPORATION
Nonprofit Organization·OAKLAND
1010 South Van Ness Inc
Nonprofit Organization·San Francisco
10129 FOUNDATION
Nonprofit Organization·SAN FRANCISCO
1020 IOWA AVENUE INC
Nonprofit Organization·SAN MATEO
10TH CALVARY BUFFALO SOLDIERS OF NORTHERN CALIFORNIA
Nonprofit Organization·Sacramento
10 THOUSAND WINDOWS INC
Nonprofit Organization·LIVERMORE
10X BETTER FOUNDATION
Nonprofit Organization·SAN FRANCISCO
10X RESTART
Nonprofit Organization·San Francisco
111 TURLOCK
Nonprofit Organization·SAN LEANDRO
112 ALVES LANE INC
Nonprofit Organization·BERKELEY
1155 MARKET QALICB
Nonprofit Organization·SAN FRANCISCO
11722 AVON WAY HOMEOWNERS ASSOCIATION
Nonprofit Organization·Torrance
117 DIAMOND
Nonprofit Organization·SAN FRANCISCO
126 HALF MOON BAY
Nonprofit Organization·SAN LEANDRO
1301 YOUNG STREET OWNER, LLC
Nonprofit Organization·SAN FRANCISCO
130 NORTH BRAND BOULEVARD INC
Nonprofit Organization·SAN MATEO
131 STEUART STREET FOUNDATION
Nonprofit Organization·SAN FRANCISCO
134 HARDWICK
Nonprofit Organization·SAN LEANDRO
13TH AVENUE FUNDING
Nonprofit Organization·Berkeley
1404 FAMILY CENTER
Nonprofit Organization·Torrance
1412212 FRESH VOICE
Nonprofit Organization·Oakland
144000 ELECT FOUNDATION
Nonprofit Organization·OAKLAND
150 Hooper Inc
Nonprofit Organization·San Francisco
1569324 ITOAST
Nonprofit Organization·San Francisco
15 ASSOCIATION INC
Nonprofit Organization·SAN FRANCISCO
15 SAN FRAN DA INV ASSOC
Nonprofit Organization·San Francisco
1744 PROJECT
Nonprofit Organization·Berkeley
175TH MEDICAL BRIGADE ALUMNI ASSOCIATION
Nonprofit Organization·SACRAMENTO
17909 SOLEDAD CANYON CORP
Nonprofit Organization·SAN MATEO
17TH ARTILLERY REGIMENT ASSOCIATION
Nonprofit Organization·SACRAMENTO
1800 HARRISON FOUNDATION
Nonprofit Organization·OAKLAND
1800JC
Nonprofit Organization·San Francisco
1888 FOUNDATION
Nonprofit Organization·SAN FRANCISCO
1937 CHINA MUSEUM
Nonprofit Organization·FREMONT
1951 COFFEE COMPANY
Nonprofit Organization·BERKELEY
1968 SAN FRANCISCO STUDENT STRUGGLE INC
Nonprofit Organization·san francisco
19TH AVENUE PARK NEIGHBORHOOD ASSOCIATION
Nonprofit Organization·san mateo
1A1 INTERNATIONAL FOUNDATION
Nonprofit Organization·Sacramento
1-AAA WIN WIN OPPORTUNITIES
Nonprofit Organization·Fremont
1 GREAT PLACE TO LIVE
Nonprofit Organization·Sacramento
1 Hundred Years Enterprise Foundation
Nonprofit Organization·Richmond
1 LIFFE
Nonprofit Organization·Emeryville
1LOVEISM
Nonprofit Organization·Hayward