Ebert Capital Management Inc.

Ebert Capital Management Inc. (CRD# 155169) is a financial advisory firm headquartered in Eureka, CA. They manage $82,474,223 in 474 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
530 F Street, Eureka, CA 95501
https://www.ebertcapital.com
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $173,996
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ebert Capital Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Benjamin Ebert, financial advisor Eureka CA
Benjamin A. Ebert
CRD#: 5810899
530 F Street, Eureka, CA 95501

Benjamin Ebert (CRD# 5810899) is an Investment Advisor Representative working at Ebert Capital Management Inc. in Eureka, CA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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