Evidencial Financial Consulting
Firm details
- Headquarters
- ,
- CRD number
- 298003
- Website
- evidencial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Evidencial Financial Consulting is an independent RIA organized as an LLC that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses. Its billing model includes asset-based fees, hourly charges, and fixed-fee engagements. The firm identifies as an active ESG investor, indicating environmental, social, and governance factors are incorporated into its advisory approach. Evidencial is not structured as a capital allocator and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds49%
- Investment Grade Corp Bonds20%
- US Government Bonds10%
- State & Local Bonds5%
- Sovereign Bonds5%
Contacts
1 of 1
Kristopher Van Stralen
ManagerCRD 1709046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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