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CRD#: 313418
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

EMBEDDED VENTURES LLC is located at 22619 Pacific Coast Highway #b120, Malibu, CA 90265. EMBEDDED VENTURES LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of EMBEDDED VENTURES LLC’s clients are individuals and 0% of their clients are high net worth individuals. EMBEDDED VENTURES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at EMBEDDED VENTURES LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access EMBEDDED VENTURES LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at EMBEDDED VENTURES LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for EMBEDDED VENTURES LLC Comes From

Understanding the Statistics for EMBEDDED VENTURES LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
22619 Pacific Coast Highway #b120, Malibu, CA 90265
Mailing Address
26500 Agoura Rd., Ste 102-395, Calabasas, CA 91302
Phone Number
(626) 437-9761
Related websites
https://twitter.com/embeddedvc
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
Bryant, Jenna, CMANAGING MEMBER09/20207349951
Noone, Jordan, DMANAGING MEMBER09/20207349952

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Advisor's working at EMBEDDED VENTURES LLC

Peter Martin Garelick
AdvisorCheck Check Mark

Peter Martin Garelick

IAR
CRD#: 5382966
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Valencia, CA 91355
Company:
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
Disclosures:
Experience:
16 years
View Profile
Daniel Brian Conklin
AdvisorCheck Check Mark

Daniel Brian Conklin

Daniel Brian Conklin, Daniel B Conklin
IAR
CRD#: 6556201
Location:
Apex, NC 27502
Company:
HUNTER STREET INVESTMENT ADVISORS LLC
Disclosures:
Experience:
10 years
View Profile
AB
AdvisorCheck Check Mark

Andrew Bekheet

Andrew Adel Bekheet
PR
CRD#: 6508938
Location:
Detroit, MI 48226
Company:
COMERICA SECURITIES
Disclosures:
Experience:
7 years
View Profile
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