Ebanks Financial Solutions, LLC

RIAState 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, Florida-registered limited liability company that provides advisory services to individual and family clients. The firm is structured as a single-owner practice and identifies as a capital allocator. Its advisory work centers on financial planning, selecting outside advisers when needed, and delivering educational seminars or workshops. Fee arrangements are flexible and include a percentage-of-assets model as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.

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%

Owners & executives

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Contacts

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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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth