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Ehb Financial Resources Management, Inc.

● SEC registered since 2022CRD 116186SEC# 801-123260Exton, PA
Export (members)
Reg. AUM
$152M
Employees
2
Accounts
80
Location
Exton, PA

Ehb Financial Resources Management, Inc. assets under management

Ehb Financial Resources Management, Inc. operates as an SEC-registered investment adviser based in Exton, PA. The firm has been registered since 2022. It reports $152 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Ehb Financial Resources Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kurt M Ebner ControlPresident, Chief Compliance OfficerOver 75%1985

Frequently asked questions

How much does Ehb Financial Resources Management, Inc. manage?

Ehb Financial Resources Management, Inc. reports $152 million in regulatory assets under management on its Form ADV.

How many employees does Ehb Financial Resources Management, Inc. have?

Ehb Financial Resources Management, Inc. reports 2 employees.

Where is Ehb Financial Resources Management, Inc. located?

Ehb Financial Resources Management, Inc. is based in Exton, PA and has been SEC-registered since 2022.

Does Ehb Financial Resources Management, Inc. disclose fund performance?

Ehb Financial Resources Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address211 Welsh Pool Road, Suite 110, Exton, PA 19341
Phone610-594-2701
Fax610-594-2703
Office hours9:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$152M
Total (RAUM)$152M