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Building 2EVIDENT FINANCIAL

Map pinERIE, PA
Phone(814) 425-5182
NotebookSEC #801-136032
Total AUM
$149.7M
Employees
3
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
302 FRENCH STREET
ERIE
PA 16507
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
(814) 425-5182

ReceiptFinancials

Total AUM
$149.7M
Accounts
212
Discretionary
$149.7M
Accounts
212
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$17.4M
HNW Individual Clients
31
AUM
$93.3M
Pension/Profit Sharing Plan Clients
11
AUM
$32.1M
Charitable Organization Clients
1
AUM
$6.9M
Corporation or Business Clients
1
AUM
$125.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYPA

HandshakeAffiliates

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

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