Overview
Assets Under Management: $128 million
Headquarters: FLOSSMOOR, IL
High-Net-Worth Clients: 37
Average Client Assets: $2.3 million
Frequently Asked Questions
RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122170), RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC is headquartered in FLOSSMOOR, IL.
RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC serves 37 high-net-worth clients according to their SEC filing dated November 07, 2018. View client details ↓
According to their SEC Form ADV, RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC manages $128 million in client assets according to their SEC filing dated November 07, 2018.
According to their SEC Form ADV, RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.66%
Average Client Assets: $2.3 million
Total Client Accounts: 336
Discretionary Accounts: 336
Regulatory Filings
CRD Number: 122170
Filing ID: 1250237
Last Filing Date: 2018-11-07 12:35:00