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$130.0K Total AUM
$130.0K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-06-2018
- Office Locations
- 1
Office Locations
-- Stuart FL
About Ebanks Financial Solutions, LLC
Ebanks Financial Solutions, LLC is a Stuart-based RIA. The firm has been operating for 8 years. Managing $130.0K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$130.0K AVG AUM / ADVISOR
$26.0K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Owner & Executives
ERIC EBANKS JR
Agent, Chief Compliance Officer, Managing Member
- CRD
- #5271255
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,952 | -- |
| Non-Discretionary | $0 | -- |
| Total | $129,952 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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