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Building 2EVANS INVESTMENT ADVISORS, L.L.C.

Map pinBATON ROUGE, LA
Phone225-761-7870
NotebookSEC #801-69405
Total AUM
$390.7M
Employees
5
Clients
508

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6713 PERKINS ROAD
BATON ROUGE
LA 70808
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
225-761-7870

ReceiptFinancials

Total AUM
$390.7M
Accounts
800
Discretionary
$382.4M
Accounts
790
Non-Discretionary
$8.4M
Accounts
10

ContactClients

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Individual Clients
180
AUM
$34.1M
HNW Individual Clients
281
AUM
$321.1M
Pension/Profit Sharing Plan Clients
2
AUM
$4.2M
Charitable Organization Clients
3
AUM
$10M
Corporation or Business Clients
42
AUM
$21.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSTX

HandshakeAffiliates

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

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