6713 Perkins Road
Baton Rouge, Louisiana 70808
Tel: 225-761-7870
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 $240,424,119 assets under management, offering retirement planning & investment advisory services to 658 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 147000 |
SEC# | 801-69405 |
Assets Managed by Firm | $240,424,119 |
No. of Clients | 658 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 658 | $240,424,119 |
Individuals (other than high net worth individuals) | 163 | $26,921,118 |
High net worth individuals | 229 | $179,301,629 |
Pension and profit sharing plans | 5 | $3,891,488 |
Charitable organizations | 3 | $9,136,416 |
Corporations or other businesses | 34 | $21,173,468 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,683,180,123 | 48067 | 499 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,431,505,745 | 10 | 34 |
$2,302,559,870 | 1808 | 12 | |
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048 | $1,954,920,079 | 12 | 7 |
$1,673,599,482 | 6108 | 36 |
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