E
CRD: 116186
EHB Financial Resources Managemnt, Inc.
Exton, PA, 19341
6105942701
$164.0M Total AUM
$0 Disc. AUM
9.9% 3Y CAGR
2 Employees
90 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-1991
- Office Locations
- 1
Office Locations
674 Exton Commons Exton PA
About EHB Financial Resources Managemnt, Inc.
EHB Financial Resources Managemnt, Inc. is a Exton-based RIA. The firm has been operating for 35 years. Managing $164.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$164.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
35.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Investment Themes
Matrix capital
Investment Vehicles
Vital
Services
Vital vector Legacy optima Timber atlas Ember Zenith
Owner & Executives
K
KURT M EBNER
Chief Compliance Officer, Director, PARTNER, President
- CRD
- #1102800
- Ownership
- 75% or more
(715) 256-1760
vertex.crest@focuscapital.com
in linkedin.com/in/oak-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $164,000,000 | $1,822,222 |
| Total | $164,000,000 | $1,822,222 |
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Separately Managed Accounts
Total SMA Asset: $164,000,000
Equity - Exchange:
29.5% Public Funds:
29.8% U.S. Government/Agency:
25.2% Cash:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $152,314,883 | 29.5% |
| Public Funds | $153,863,848 | 29.8% |
| U.S. Government/Agency | $130,113,053 | 25.2% |
| Cash | $80,029,853 | 15.5% |
| Total | $516,321,637 | 100.0% |