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Building 2EVANS WEALTH MANAGEMENT

Map pinGALLIPOLIS, OH
Phone740-446-4200
NotebookSEC #801-120244
Total AUM
$124.3M
Employees
3
Clients
623

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 SECOND AVENUE
SUITE D
GALLIPOLIS
OH 45631
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
740-446-4200

ReceiptFinancials

Total AUM
$124.3M
Accounts
623
Discretionary
$124.3M
Accounts
623
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
623
AUM
$124.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYOHWV

HandshakeAffiliates

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

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