Evanoff Financial Advisors
% of assets managed in Erie, PA
State registeredNo commissions reported
Public-record details
- Address
- 1001 State Street, Suite 1400, Erie, PA 16501
- Phone
- (814) 461-7898
- Listed under
- % of assets managed
- Legal name
- Evanoff Financial Advisors,l.l.c.
- CRD number
- 127483
- Registration
- State registered: PA
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses
- Regulatory assets under management
- $20.5 million
- Accounts managed
- 77
- Clients reported (Form ADV 5.D)
- 77
- Individual / high-net-worth clients
- 65 / 11
- Employees
- 1
- Other business activities (Form ADV 6.A)
- Also active as: insurance broker or agent
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2025-02-03
Read the official record
- SEC IAPD summary for CRD 127483 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Erie
Bishop & Company Investment Management, LLCSEC registeredNo commissions reportedElite Life Management LLCSEC registeredNo commissions reportedEvident FinancialSEC registeredNo commissions reportedHbks Wealth AdvisorsSEC registeredNo commissions reportedI.m.s. Wealth Management, LLCState registeredNo commissions reportedMarsden Capital Management, LLC.State registeredNo commissions reportedOne-Up FinancialSEC registeredNo commissions reportedProvident Wealth Management INCState registeredNo commissions reported