William Bernard Ebzery (Sheridan)

William Bernard Ebzery is a mid-sized advisory firm based in Sheridan. It manages $23 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2004.

William Bernard Ebzery provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

William Bernard Ebzery: assets under management

The assets under management (AUM) of William Bernard Ebzery is $23 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.64 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay William Bernard Ebzery 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.

Careers at William Bernard Ebzery

William Bernard Ebzery joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Bernard Ebzery	Chief executive officer	1 Feb 2004	75% - 100%	130401
William B. Ebzery	Chief executive officer	1 Feb 2004	75% - 100%	2646105

Based in Sheridan

The principal office where William Bernard Ebzery performs its advisory services is located at 2 North Main, Suite 301, Sheridan, WY 82801 The mailing address of the firm is Po Box 603, Sheridan, WY 82801. It doesn’t run an office outside of the United States.