Ehb Financial Resources Management, Inc.
● SEC registered since 2022CRD 116186SEC# 801-123260Exton, PA
Reg. AUM
$164M
Employees
2
Accounts
90
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 $164 million in regulatory assets under management and employs 2 people.
Ehb Financial Resources Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kurt M Ebner Control | President, Chief Compliance Officer | Over 75% | 1985 |
Frequently asked questions
How much does Ehb Financial Resources Management, Inc. manage?
Ehb Financial Resources Management, Inc. reports $164 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
| Address | 211 Welsh Pool Road, Suite 110, Exton, PA 19341 |
| Phone | 610-594-2701 |
| Fax | 610-594-2703 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$164M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$164Mregulatory AUM
Discretionary $0Non-discretionary $164M