Eber Steven L (Coral Gables)


Eber Steven L is an adviser based in Coral Gables. It manages $51.08 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Eber Steven L provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eber Steven L: assets under management

The assets under management (AUM) of Eber Steven L is $51.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.11 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eber Steven L for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Coral Gables

The principal office where Eber Steven L performs its advisory services is located at 5915 Ponce De Leon Blvd, Coral Gables, FL 33146, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-442-0900 or by fax 305-669-1463. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.ebercapital.com.