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 $289,717,637 assets under management, offering retirement planning & investment advisory services to 708 clients. The firm is staffed with 4 experienced financial planners.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
Explore More Retirement Advisors in Baton Rouge, Louisiana