Ebis

Ebis (CRD# 164024) is a financial advisory firm headquartered in Phoenix, AZ. They manage $7,853,135 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2550 W. Union Hills Dr., Suite 350, Phoenix, AZ 85027
http://www.ebis.biz
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $230,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Ebis
Showing 1 - 1 of 1 top financial advisors.
1
Peter Shannon, financial advisor Phoenix AZ
Peter M. Shannon
CRD#: 2789363
2550 W. Union Hills Dr., Suite 350, Phoenix, AZ 85027

Peter Shannon (CRD# 2789363) is an Investment Advisor Representative working at Ebis in Phoenix, AZ and has 1 year 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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