STAN EVANS FINANCIAL PLANNING, LLC
STAN EVANS FINANCIAL PLANNING, LLC of GALLIPOLIS, OH is an SEC-registered investment adviser (CRD 164320). Regulatory assets under management: $122.0M.
Registration
- CRD: 164320
- SEC file number: 801-127743
- Type: Registered investment adviser
- Location: 300 SECOND AVENUE, SUITE D, GALLIPOLIS, OH, 45631
- Phone: 740-446-4200
- Latest filing: 2024-02-12
- Regulatory AUM: $122.0M
- Discretionary AUM: $122.0M
- Clients: 1
- Accounts: 665
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Corporations.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| EVANS STANLEY KENNETH | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER | — |
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