EHB FINANCIAL RESOURCES MANAGEMNT, INC.
EHB FINANCIAL RESOURCES MANAGEMENT, INC. Legal Name
Adviser information for EHB FINANCIAL RESOURCES MANAGEMNT, INC. last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 300 | $134.6M |
| Total | 300 | $134.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 50 | $50.0M |
| HNW Individuals | 35 | $84.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesTAX PREPARATION AND ACCOUNTING SERVICES |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-123260 |
|---|---|
| SEC ERA File Number | 801-123260 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 116186 |
| Legal Entity Identifier | None |
Principal Office
211 WELSH POOL ROADSUITE 110
EXTON
PA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 610-594-2701, Fax: 610-594-2703
Chief Compliance Officer
KURT M. EBNER
PARTNER
211 WELSH POOL ROAD
SUITE 110
EXTON
PA
United States
Tel:
610-594-2701
Fax:
610-594-2703
K******@******M
(Full email address available in API data)
Regulatory Contact
KURT M. EBNER
PARTNER
211 WELSH POOL ROAD
SUITE 110
EXTON
PA
United States
Tel:
610-594-2701
Fax:
610-594-2703
K******@******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EBNER, KURT, M | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 08/1985 | > 75% |