Ebanks Financial Solutions, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Eric Ebanks
Director of Data ManagementCRD 5271255
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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