Ebis
11yrs
11 years in the industry
About the firm
A registered investment advisory firm based in Phoenix, Arizona. It manages about $9.2 million for roughly 3 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$3.07 million
Assets under management ?$9.2 million
Individual clients3
Median years of experience11
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Advisors at Ebis
1Advisors
11Median years of experience
1States with offices
–Offices
Also known as
Ebusiness Intelligence Solutions, Inc. · Ebis, Inc.
About Ebis
How do I contact Ebis?
Call the main office at (917) 774-5199. The main office is at 2550 W. Union Hills Dr. Suite 350, Phoenix, AZ 85027.
How is Ebis paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Ebis offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers, Newsletters and publications, Educational seminars and workshops.
How many advisors work at Ebis?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.