RIA Intel›Advisers›Pennsylvania›EHB FINANCIAL RESOURCES MANAGEMENT, INC.

EHB FINANCIAL RESOURCES MANAGEMENT, INC.

Advisory

N·EXTON, PA

Data as of Feb 6, 2026 · Source: SEC Form ADV

Total AUM
$164M
1-Year AUM Growth
+8.2%
3-Year CAGR
+0.9%
Employees
1
Assets Under Management
Total AUM$164M
Discretionary AUM$0
Non-Discretionary AUM$164M
Discretionary %0%
Total Clients90
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingMar 22, 2004
Latest FilingFeb 6, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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