R.L. Evans Co. Inc. is a large advisory firm based in Bellevue. It manages $147 million of regulatory assets for 516 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Texas and Washington.
R.L. Evans provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of R.L. Evans Co. Inc. is $147 million. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay R.L. Evans Co. Inc. for their services and products based on a percentage of assets under management, hourly charges, 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 firm provides services to individuals and high net worth individuals. The largest group of clients of Douglas Lloyd Evans is high net worth individuals with 53 clients and $99 million of assets under management. Among the 11 most similar advisory firms, R.L. Evans has the 6th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $147 million for 201 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
R.L. Evans doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Douglas Lloyd Evans has been acting as President since 1 Jan 1996. Evans Financial Services Llc joined the executive team most recently as the Owner.
The principal office where R.L. Evans Co. Inc. performs its advisory services is located at 3535 Factoria Blvd Se, Bellevue, WA 98006, 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 425-455-0501 or by fax 425-467-5264. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at rlevansco.com.