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Building 2EVOADVISERS

Map pinRICHMOND, VA
Phone804-794-1981
NotebookSEC #801-110783
Total AUM
$337.2M
Employees
7
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2917 WEST LEIGH STREET
RICHMOND
VA 23230
United States
Operating Hours
9 AM - 5PM
Monday - Friday
Phone
804-794-1981

ReceiptFinancials

Total AUM
$337.2M
Accounts
991
Discretionary
$321.8M
Accounts
892
Non-Discretionary
$15.3M
Accounts
99

ContactClients

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Individual Clients
71
AUM
$36.2M
HNW Individual Clients
96
AUM
$300.6M
Charitable Organization Clients
1
AUM
$368.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNCNHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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