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Home > Retirement Planners > pennsylvania > exton > EHB FINANCIAL RESOURCES MANAGEMNT, INC.
EHB FINANCIAL RESOURCES MANAGEMNT, INC.
211 Welsh Pool Road
Suite 110
Exton, Pennsylvania 19341
Tel: 610-594-2701
About EHB FINANCIAL RESOURCES MANAGEMNT, INC.
EHB FINANCIAL RESOURCES MANAGEMNT, INC, formally registered with the SEC as EHB FINANCIAL RESOURCES MANAGEMNT, INC. The firm was established in 02/23/2022. They have over 1 offices throughout the country.
EHB FINANCIAL RESOURCES MANAGEMNT, INC. is a Exton, Pennsylvania based Financial Planning firm with nearly $152,000,000 assets under management, offering retirement planning & investment advisory services to 80 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116186 |
| SEC# | 801-123260 |
| Assets Managed by Firm | $152,000,000 |
| No. of Clients | 80 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (TAX PREPARATION AND ACCOUNTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 80 | $152,000,000 |
| Individuals (other than high net worth individuals) | 60 | $56,000,000 |
| High net worth individuals | 20 | $96,000,000 |
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