Ebquant, LLC

RIAState Registered
Total AUM
$23.1K
Discretionary
$23.1K
100% of AUM
Avg account
$7.7K
Accounts
3
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
316874
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Ebquant, LLC is a small, individually owned limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges fees based on a percentage of assets under management. It does not position itself as an ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or capital allocator in the available filings. Regulatory classification is listed as unclassified. The firm also reports roles such as sponsor, general partner, or managing member of pooled investment vehicles, which indicates involvement in forming or managing pooled structures even though no further detail about those vehicles is provided in the source materials.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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