Overview
Assets Under Management: $164 million
Headquarters: EXTON, PA
High-Net-Worth Clients: 35
Average Client Assets: $4 million
Frequently Asked Questions
EHB FINANCIAL RESOURCES MANAGEMNT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116186), EHB FINANCIAL RESOURCES MANAGEMNT, INC. is subject to fiduciary duty under federal law.
EHB FINANCIAL RESOURCES MANAGEMNT, INC. is headquartered in EXTON, PA.
EHB FINANCIAL RESOURCES MANAGEMNT, INC. serves 35 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, EHB FINANCIAL RESOURCES MANAGEMNT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
EHB FINANCIAL RESOURCES MANAGEMNT, INC. manages $164 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, EHB FINANCIAL RESOURCES MANAGEMNT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.22
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 90
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 116186
Filing ID: 2050951
Last Filing Date: 2026-02-06 11:24:55