EB
CFA
EB
CFA

Ethan D Berkebile

3 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
5 clients
Average Client Portfolio
$23.1M average
Assets Under Management
$115.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

200 Pinewood Lane, Suite 204, Warrendale, PA, 15086

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ethan works as a Senior Investment Analyst for both HBKS Wealth Advisors and Park Shore Partners, both RIAs. He dedicates full-time hours to each position.

Employment History
Current Registrations
Park Shore Partners LLC
August 2023 - Present · 2 yrs 6 mos
Hbks Wealth Advisors
April 2022 - Present · 3 yrs 10 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Ethan D Berkebile - Financial Advisor | TrueAdvisor