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EHB FINANCIAL RESOURCES MANAGEMNT, INC.
EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186 · SEC 801-123260
211 WELSH POOL ROAD, SUITE 110, EXTON, PA, 19341, United States
Phone
610-594-2701
Fax
610-594-2703
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.0M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION AND ACCOUNTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $39.0M |
| High net worth individuals | 35 | $125.0M |
States served
PA
Official SEC filing: View on IAPD