411 Libbie Avenue
Suite 3
Richmond, Virginia 23226
Tel: 804.451.6810
EVR RESEARCH LP, formally registered with the SEC as EVR RESEARCH LP. The firm was established in 07/26/2021. They have over 1 offices throughout the country.
EVR RESEARCH LP is a Richmond, Virginia based Financial Planning firm with nearly $732,815,421 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283385 |
| SEC# | 801-121869 |
| Assets Managed by Firm | $732,815,421 |
| No. of Clients | 3 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $732,815,421 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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