Bauer Evans, Inc. is a large advisory firm based in Everett. It manages $29.5 million of regulatory assets for 350 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Washington.
Bauer Evans provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bauer Evans, Inc. is $29.5 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 Bauer Evans, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bauer Evans, Inc. is owned by Brian Kelly Evans. Tracie Lee Evans joined the executive team most recently as the Minority Owner.
The principal office where Bauer Evans, Inc. performs its advisory services is located at 2911 Bond St, Suite 105, Everett, WA 98201, 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 425-252-6909 or by fax 425-252-4779. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.bauerevans.com.