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EBIS
EBIS, INC.
CRD 164024
2550 W. UNION HILLS DR., SUITE 350, PHOENIX, AZ, 85027, United States
Phone
917-774-5199
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.2M
Discretionary AUM
$9.2M
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $693K |
| High net worth individuals | 2 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD