Adviser Profile
| As of Date | 02/23/2023 |
| Registration status | Registration Changed to STAN EVANS FINANCIAL PLANNING, LLC |
| ADV Location | GALLIPOLIS, OH, United States |
| Contact Info | 740 xxxxxxx |
| Websites |
| AUM* | 124,261,586 -17% |
| of that, discretionary | 124,261,586 -17% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 199,457 -20% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
150M
129M
107M
86M
64M
43M
21M
2021
2022
2023
Private Funds
No private funds