This privacy policy applies to clients of Embarcadero Capital Advisors, Inc. (“we,” “us,” “our firm”). Your relationship with us is based on trust and confidence, which is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information.
To provide our services, we obtain non-public personal information about you, including but not limited to:
We may only disclose information that we collect in accordance with this policy.
We are committed to protecting your privacy. We will not share the information we collect with any third-parties, except under the following circumstances:
You may be able to opt-out of certain information sharing by calling us at 949-371-9796.
We maintain physical, technical, and administrative security measures to safeguard your confidential information.
Our privacy policy applies to both current and former clients.
Check the background of this firm on FINRA’s BrokerCheck.