Ebanks Financial Solutions, LLC

RIASEC Registered
Total AUM
$130K
Discretionary
$130K
100% of AUM
Avg account
$26K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
291298
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ebanks Financial Solutions, LLC is an independent registered investment advisor (RIA) that focuses on providing financial planning services to individuals and families. The firm operates under a limited liability company structure and is owned by an individual. It engages in various advisory activities, including the selection of other advisers and conducting educational seminars and workshops. While the firm does not actively invest in ESG (Environmental, Social, and Governance) initiatives, it serves a diverse client base with a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Eric Ebanks

    Eric Ebanks

    Director of Data ManagementCRD 5271255

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth