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Building 2EVATI ADVISORY

Map pinEVANSTON, IL
Phone888-382-8475
NotebookSEC #801-111667
Total AUM
$2.2M
Employees
3
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1880 OAK AVE, SUITE 301
EVANSTON
IL 60201
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
888-382-8475

ReceiptFinancials

Total AUM
$2.2M
Accounts
93
Discretionary
$2.2M
Accounts
93
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
78
AUM
$36.7K
HNW Individual Clients
15
AUM
$2.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILLANENHNYTX

HandshakeAffiliates

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

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