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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 11-07-2003
- Office Locations
- 1
Office Locations
About Evanoff Financial Advisors
Evanoff Financial Advisors (Erie, PA) is an Ameriprise-affiliated practice providing one-to-one financial advice, financial planning and portfolio construction for individuals, retirees, and business owners/entrepreneurs, including retirement, tax, estate and insurance planning. Portfolios emphasize diversified solutions with meaningful use of U.S. government/agency bonds and public funds alongside cash and equities (including ETFs), supported by regular reviews and Ameriprise digital tools/online appointment access.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
HARRY LAWRENCE EVANOFF
Financial Advisor, Owner
- CRD
- #861340
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,189,409,621 | 23.5% |
| Public Funds | $860,423,981 | 17.0% |
| Cash | $1,250,145,432 | 24.7% |
| Equity - OTC | $1,047,692,730 | 20.7% |
| Equity - Exchange | $713,645,773 | 14.1% |
| Total | $5,061,317,537 | 100.0% |