Investment adviser · CRD 106269
EVANSTON ADVISORS
Investment adviser filing (IA)
EVANSTON INVESTMENTS INC
SCHAUMBURG, IL, United States · Form ADV filed Mar 18, 2019
- Regulatory AUM
- $505M Form ADV · Item 5.F
- Client accounts
- 641 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 111 | $453,034,000 | 89.8% |
| Individuals | 103 | $35,808,000 | 7.1% |
| Charities | Fewer than 5 | $14,539,000 | 2.9% |
| Retirement plans | Fewer than 5 | $1,292,000 | 0.3% |
Filing source
Form ADV 1286596 · Mar 18, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 18, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
1300 WOODFIELD ROAD, SUITE 300SCHAUMBURG, IL, 60173, United States
CRD 106269
Filing source
Form ADV 1286596 · Mar 18, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.