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, 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
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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