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Building 2EHB FINANCIAL RESOURCES MANAGEMNT, INC.

Map pinEXTON, PA
Phone610-594-2701
NotebookSEC #801-123260
Total AUM
$164M
Employees
2
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
211 WELSH POOL ROAD
SUITE 110
EXTON
PA 19341
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
610-594-2701

ReceiptFinancials

Total AUM
$164M
Accounts
90
Discretionary
$0
Accounts
0
Non-Discretionary
$164M
Accounts
90

ContactClients

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Individual Clients
55
AUM
$39M
HNW Individual Clients
35
AUM
$125M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION AND ACCOUNTING SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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