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- Custodian
- Charles Schwab & Company ยท Janney
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-15-2018
- Office Locations
- 1
Office Locations
About Evidencial Financial Consulting
Evidencial Financial Consulting LLC provides comprehensive, goal-based financial planning and investment advice for accomplished individuals and families seeking institutional-style insight with an objective, evidence-based approach. Services include personalized portfolio management, rebalancing, tax-loss harvesting, and an online client portal, with an emphasis on low costs and tax efficiency. The firm is family-focused, working with parents and older children on post-college money management and online fraud protection, and custodies with Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KRISTOPHER JOHN VAN STRALEN
Chartered Financial Consultant, Chief Compliance Officer, Manager
- CRD
- #1709046
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,245,391 | -- |
| Total | $16,245,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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