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Sara Jane Evans

CASSADY SCHILLER WEALTH MANAGEMENT, LLC·CINCINNATI, Ohio
Unclaimed Profile
4555 LAKE FOREST DRIVE, CINCINNATI, OH 45242CRD# 6450113Firm CRD# 129113
01

About

Sara Jane Evans is a registered financial advisor based in CINCINNATI, Ohio, affiliated with CASSADY SCHILLER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
AUM
$517M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CASSADY SCHILLER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS
Regulatory
SEC/IARD CRD# 6450113
Firm CRD# 129113
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sara Jane Evans offer?
Sara Jane Evans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Sara Jane Evans's credentials?
Sara Jane Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara Jane Evans located?
Sara Jane Evans is based in CINCINNATI, Ohio, working with CASSADY SCHILLER WEALTH MANAGEMENT, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Sara Jane Evans charge for services?
Sara Jane Evans's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASSADY SCHILLER WEALTH MANAGEMENT, LLC?
CASSADY SCHILLER WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJennifer Jo Kielczewski — MARIEMONT CAPITAL LLCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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