ETB CONSULTING

RIASEC RegisteredEst. 2018
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
IRVINGTON, Virginia
CRD number
293796
Registered since
April 5, 2018
Fee structure
Fixed Fees
Services
Pension Consulting

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • EDWIN BURTON

    DirectorCRD 821575

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth