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Home > Retirement Planners > louisiana > baton rouge > EVANS INVESTMENT ADVISORS, L.L.C.
EVANS INVESTMENT ADVISORS, L.L.C.
6713 Perkins Road
Baton Rouge, Louisiana 70808
Tel: 225-761-7870
About EVANS INVESTMENT ADVISORS, L.L.C.
EVANS INVESTMENT ADVISORS, LLC, formally registered with the SEC as EVANS INVESTMENT ADVISORS, LLC. The firm was established in 07/31/2008. They have over 1 offices throughout the country.
EVANS INVESTMENT ADVISORS, L.L.C. is a Baton Rouge, Louisiana based Financial Planning firm with nearly $289,717,637 assets under management, offering retirement planning & investment advisory services to 708 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147000 |
| SEC# | 801-69405 |
| Assets Managed by Firm | $289,717,637 |
| No. of Clients | 708 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 708 | $289,717,637 |
| Individuals (other than high net worth individuals) | 165 | $28,942,120 |
| High net worth individuals | 252 | $228,685,367 |
| Pension and profit sharing plans | 5 | $4,947,104 |
| Charitable organizations | 3 | $9,117,304 |
| Corporations or other businesses | 37 | $18,025,742 |
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