EB FINANCIAL GROUP, LLC
Firm details
- Headquarters
- LARKSPUR, California
- CRD number
- 163932
- Website
- www.ebexchange.com
Firm profile
FINTRXOverview
EB Financial Group, LLC is a privately held limited liability company with individual ownership. Public disclosures about the firm's client base, fee structure, and core advisory activities are minimal. Regulatory details are sparse: the adviser is not identified as a multi-state adviser, is not flagged as an active ESG investor, and is not listed as a capital allocator or related adviser in the provided snapshot.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1LAURENCE ALBUKERK
Managing PartnerCRD 5697760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LARKSPUR, CA
MARIN
Location
LARKSPUR, CA
Headquartered in LARKSPUR, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 100 Larkspur Landing Cir
- Time zone
- PT (UTC-8)
- Office locations
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