EVANOFF FINANCIAL ADVISORS
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds40%
- Public Funds/Mutual Funds30%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents15%
- Exchange Traded Equities2%
Contacts
1 of 1HARRY EVANOFF
Investment AdvisorCRD 861340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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