EVR RESEARCH LP

RICHMOND, Virginia·3 registered advisors·CRD# 283385
SEC# 801-1218690804.451.6810
01

Firm Overview

AUM
$733M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at EVR RESEARCH LP

3 registered advisors
Benjamin Wolf Joffe
RICHMOND, Virginia
Charles Howard Portz
RICHMOND, Virginia
Karoline Cabell Thurman
RICHMOND, Virginia
05

Office Locations

RICHMOND, Virginia
3 advisors

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Data sourced from SEC Form ADV filings. EVR RESEARCH LP (CRD# 283385) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.