EBIS

EBIS of PHOENIX, AZ is an SEC-registered investment adviser (CRD 164024). Regulatory assets under management: $9.2M.

Registration

• CRD: 164024
• Type: Registered investment adviser
• Location: 2550 W. UNION HILLS DR., PHOENIX, AZ, 85027
• Phone: 917-774-5199
• Latest filing: 2026-03-30
• Regulatory AUM: $9.2M
• Discretionary AUM: $9.2M
• Clients: 2
• Accounts: 35

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164024 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search