EVOADVISERS

2917 West Leigh Street
Richmond, Virginia 23230
Tel: 804-794-1981

About EVOADVISERS

EVOADVISERS, formally registered with the SEC as EVOADVISERS. The firm was established in 07/10/2017. They have over 1 offices throughout the country.

EVOADVISERS is a Richmond, Virginia based Financial Planning firm with nearly $270,996,007 assets under management, offering retirement planning & investment advisory services to 1357 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149615
SEC#	801-110783
Assets Managed by Firm	$270,996,007
No. of Clients	1357
No. of Advisors	8

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1357	$270,996,007
Individuals (other than high net worth individuals)	87	$47,725,610
High net worth individuals	76	$222,860,694
Charitable organizations	1	$409,703

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