Overview
Assets Under Management: $138 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 25
Average Client Assets: $2.4 million
Frequently Asked Questions
EHD ADVISORY SERVICES, 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 #127155), EHD ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
EHD ADVISORY SERVICES, INC. is headquartered in LANCASTER, PA.
EHD ADVISORY SERVICES, INC. serves 25 high-net-worth clients according to their SEC filing dated February 16, 2018. View client details ↓
According to their SEC Form ADV, EHD ADVISORY SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
EHD ADVISORY SERVICES, INC. manages $138 million in client assets according to their SEC filing dated February 16, 2018.
According to their SEC Form ADV, EHD ADVISORY SERVICES, 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: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.41%
Average Client Assets: $2.4 million
Total Client Accounts: 209
Discretionary Accounts: 190
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 127155
Filing ID: 1177760
Last Filing Date: 2018-02-16 12:28:00