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Robert Mcpherson Spalding

EVATI ADVISORY SERVICES, LLC·EVANSTON, Illinois
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1880 OAK AVE, SUITE 301, EVANSTON, IL 60201CRD# 6844795Firm CRD# 289281
01

About

Robert Mcpherson Spalding is a registered financial advisor based in EVANSTON, Illinois, affiliated with EVATI ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
EVATI ADVISORY SERVICES, LLC
EVATI ADVISORY
AUM
$2M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at EVATI ADVISORY SERVICES, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6844795
Firm CRD# 289281
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Mcpherson Spalding offer?
Robert Mcpherson Spalding specializes in Investment Management, Fee-Only Advisory. Contact their office in EVANSTON, Illinois for a consultation.
What are Robert Mcpherson Spalding's credentials?
Robert Mcpherson Spalding is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Mcpherson Spalding located?
Robert Mcpherson Spalding is based in EVANSTON, Illinois, working with EVATI ADVISORY SERVICES, LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How does Robert Mcpherson Spalding charge for services?
Robert Mcpherson Spalding's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVATI ADVISORY SERVICES, LLC?
EVATI ADVISORY SERVICES, LLC has approximately 3 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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