EVANOFF FINANCIAL ADVISORS

RIASEC Registered
Total AUM
$20.5M
Discretionary
$20.5M
100% of AUM
Avg account
$266K
Accounts
77
Employees
1
Advisory reps
1

Firm details

Headquarters
ERIE, Pennsylvania
CRD number
127483
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals64.54%
  • HNWI30.49%
  • Charitable Organizations4.98%
Services
Portfolio Management for IndividualsMarket Timing Services

Firm profile

FINTRX

Overview

Evanoff Financial Advisors operates as a limited liability company, primarily serving individual and family clients as well as institutional clients. The firm focuses on portfolio management for individuals and small businesses, as well as providing market timing services. While it does not actively engage in ESG investing, it has established itself in the financial landscape through its advisory activities and insurance brokerage. The firm is not classified as a capital allocator and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 40%, Public Funds/Mutual Funds 30%, Non-Exchange Traded Equities 15%, Cash & Cash Equivalents 15%, Exchange Traded Equities 2%40%
  • US Government Bonds40%
  • Public Funds/Mutual Funds30%
  • Non-Exchange Traded Equities15%
  • Cash & Cash Equivalents15%
  • Exchange Traded Equities2%

Contacts

1 of 1
  • HARRY EVANOFF

    Investment AdvisorCRD 861340

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

ERIE, PA

ERIE

Location

ERIE, PA

Headquartered in ERIE, PA, anchoring the Erie-Meadville, PA metro in the Northeast.

Metro area
Erie-Meadville, PA
Region
Northeast
County
ERIE
Address
1001 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth