Bobby Leon Eubank is a large advisory firm based in Plano. It manages $106.51 million of regulatory assets for 632 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.
Bobby Leon Eubank provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bobby Leon Eubank is $106.51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 166% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bobby Leon Eubank for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Bobby Leon Eubank performs its advisory services is located at 5928 West Parker Road, Plano, TX 75093, which is also the mailing address of the firm. An additional office of the firm is in Arlington, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-473-2244 or by fax 972-473-7766. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.eubankfinancialgroup.com.