EHB FINANCIAL RESOURCES MANAGEMENT, INC.
Legal name: EHB FINANCIAL RESOURCES MANAGEMNT, INC.
CRD #116186 SEC #801-123260 EXTON, PA 610-594-2701
SEC Registered
Total AUM
$152M
Discretionary
$0
Employees
2
Clients
51
Accounts
80
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $152M | $0 | $152M | 2 | 0 |
| Jan 2024 | $134.6M | $0 | $134.6M | 2 | 0 |
| Feb 2023 | $124.4M | $0 | $124.4M | 2 | 0 |
| Feb 2022 | $129.7M | $0 | $129.7M | 2 | 0 |
| Jan 2022 | $129.7M | $0 | $129.7M | 2 | 0 |
| Jan 2022 | $129.7M | $0 | $129.7M | 2 | 0 |
| Jun 2012 | $48.2M | $0 | $48.2M | 1 | 26 |
| Jun 2012 | $48.2M | $0 | $48.2M | 1 | 26 |
| Jun 2012 | $48.2M | $0 | $48.2M | 1 | 26 |
| Mar 2012 | $48.2M | $0 | $48.2M | 1 | 26 |
| Mar 2011 | $51M | $0 | $51M | 5 | -- |
| Sep 2005 | $41M | $0 | $41M | 5 | -- |
DateFeb 2025
Total AUM$152M
Discretionary$0
Non-Disc.$152M
Employees2
Clients0
DateJan 2024
Total AUM$134.6M
Discretionary$0
Non-Disc.$134.6M
Employees2
Clients0
DateFeb 2023
Total AUM$124.4M
Discretionary$0
Non-Disc.$124.4M
Employees2
Clients0
DateFeb 2022
Total AUM$129.7M
Discretionary$0
Non-Disc.$129.7M
Employees2
Clients0
DateJan 2022
Total AUM$129.7M
Discretionary$0
Non-Disc.$129.7M
Employees2
Clients0
DateJan 2022
Total AUM$129.7M
Discretionary$0
Non-Disc.$129.7M
Employees2
Clients0
DateJun 2012
Total AUM$48.2M
Discretionary$0
Non-Disc.$48.2M
Employees1
Clients26
DateJun 2012
Total AUM$48.2M
Discretionary$0
Non-Disc.$48.2M
Employees1
Clients26
DateJun 2012
Total AUM$48.2M
Discretionary$0
Non-Disc.$48.2M
Employees1
Clients26
DateMar 2012
Total AUM$48.2M
Discretionary$0
Non-Disc.$48.2M
Employees1
Clients26
DateMar 2011
Total AUM$51M
Discretionary$0
Non-Disc.$51M
Employees5
Clients--
DateSep 2005
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees5
Clients--