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Building 2EBERT CAPITAL MANAGEMENT INC.

Map pinEUREKA, CA
Phone707-407-3813
NotebookSEC #801-136176
Total AUM
$116.3M
Employees
3
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 F STREET
EUREKA
CA 95501
United States
Operating Hours
9AM - 4PM
Monday - Friday
Phone
707-407-3813

ReceiptFinancials

Total AUM
$116.3M
Accounts
465
Discretionary
$116.3M
Accounts
465
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
173
AUM
$77.8M
HNW Individual Clients
5
AUM
$32.9M
Pension/Profit Sharing Plan Clients
6
AUM
$5.3M
Corporation or Business Clients
3
AUM
$311.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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