ETB CONSULTING
Firm details
- Headquarters
- IRVINGTON, Virginia
- CRD number
- 293796
- Registered since
- April 5, 2018
- Fee structure
- Fixed Fees
- Services
- Pension Consulting
Firm profile
FINTRXOverview
ETB Consulting is a small, SEC‑registered pension consulting firm that provides advisory services rather than acting as a discretionary asset manager. Registered in 2018 and listed as an individually owned corporation, the firm’s stated advisory activity centers on pension consulting services. Its business model is fee‑based (fixed fees) rather than tied to assets under management, and it is not identified as an active ESG investor. ETB Consulting appears to operate as a consultant/allocator that sources and evaluates third‑party managers for plan sponsors, focusing on manager selection, due diligence, and portfolio construction guidance rather than running pooled or wrap accounts in its own name.
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 1EDWIN BURTON
DirectorCRD 821575
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINGTON, VA
LANCASTER
Location
IRVINGTON, VA
Headquartered in IRVINGTON, VA, in the South of the United States.
- Region
- South
- County
- LANCASTER
- Address
- 4395 Irvington Rd
- Time zone
- ET (UTC-5)
- Office locations
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