RIA Intel›Advisers›Florida›EBANKS FINANCIAL SOLUTIONS, LLC

EBANKS FINANCIAL SOLUTIONS, LLC

Advisory

FL

Data as of Apr 19, 2023 · Source: SEC Form ADV

Rank in FL

#2,580

of 2,610 advisers by AUM

Average account

$26K

across 5 accounts

AUM per adviser

$130K

1 advisers

Source: SEC Form ADV. Figures as filed Apr 19, 2023.

Total AUM

$130K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$130K

Discretionary AUM$130K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

FISCOVARIS INVESTMENT MANAGEMENT, LP

WEST PALM BEACH, FL

$131K

WEST INVESTIMENTOS LLC

$137K

BULLTICK4U ADVISOR, LLC

$143K

TMFS-WEST PALM BEACH, LLC

WEST PALM BEACH, FL

$110K

OBSIDIAN WISDOM LLC

$150K

AMERICAN WEALTH SERVICES, LLC

$150K

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