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EVATI ADVISORY SERVICES, LLC
EVATI ADVISORY SERVICES, LLC
EVATI ADVISORY
EVANSTON, Illinois
·
6 registered advisors
·
CRD# 289281
SEC# 801-111667
0
888-382-8475
01
Firm Overview
AUM
$2M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at EVATI ADVISORY SERVICES, LLC
6 registered advisors
Benjamin Will Stein
EVANSTON, Illinois
CRD# 4534349
Frank Phillip Bruno
EVANSTON, Illinois
CRD# 6844805
Peter Lindsay Clemson
EVANSTON, Illinois
CRD# 3136893
Robert Mcpherson Spalding
EVANSTON, Illinois
CRD# 6844795
Shachindra Agarwal
EVANSTON, Illinois
CRD# 6930196
Trevor Toppen
EVANSTON, Illinois
CRD# 6930195
05
Office Locations
EVANSTON, Illinois
6 advisors
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Data sourced from SEC Form ADV filings. EVATI ADVISORY SERVICES, LLC (CRD# 289281) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.