|
⚲
|
| EHB Financial Resources Management Inc
✚
| |
|---|---|
| CRD # | 116186 |
| SEC # | 801-123260 |
| CIK # | |
| AUM | $134.6 MM (2024-01-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 610-594-2701 |
| Address | 211 Welsh Pool Road Exton, PA 19341 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 50.0 |
| (b) Individuals (high net worth individuals) | 35 | 84.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 134.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 300 | 134.6 |
| Total | 300 | 134.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.6 | |
| Total | 300 | 134.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Four Quadrant Wealth Advisors Inc
✚
|
IN | 0.1 |
|
ARTA Finance Wealth Management LLC
✚
|
CA | 0.1 |
|
Yoffe Investment Management LLC
✚
|
PA | 0.1 |
|
Reyes Financial Architecture Inc
✚
|
CA | 0.1 |
|
Gouws Capital LLC
✚
|
NC | 0.1 |
|
Old Oak Financial Planning Inc
✚
|
MI | 0.1 |
|
Greenbelt Investment Advisors LLC
✚
|
TX | 0.1 |
|
Private Client Asset Management Inc
✚
|
NY | 0.1 |
|
Weingarten Associates LLC
✚
|
NJ | 0.1 |
|
Wager Wealth Management and Financial Planning LLC
✚
|
CO | 0.1 |