Richard L. Evans Investments is a large advisory firm based in Flossmoor. It manages $29 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Illinois and Indiana.
Richard L. Evans Investments provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Richard L. Evans Investments is $29 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Richard L. Evans Investments for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Richard L. Evans Investments performs its advisory services is located at 1540 Cambridge Avenue, Flossmoor, IL 60422, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 708-957-4246 or by fax 708-957-4246. The normal business hours are 8am- 5pm on Monday - Friday.