Zaloguj Zarejestruj się zadarmo

Eveans Bash Magrino & Klein Inc (Overland Park)


Eveans Bash Magrino & Klein Inc is a large advisory firm based in Overland Park. It manages $799.7 million of regulatory assets for 539 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, Indiana, Kansas, and 5 other states.

Logo

Eveans Bash Magrino & Klein provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eveans Bash Magrino & Klein: assets under management

The assets under management (AUM) of Eveans Bash Magrino & Klein Inc is $799.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $799.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.48 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eveans Bash Magrino & Klein Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Overland Park

The principal office where Eveans Bash Magrino & Klein Inc performs its advisory services is located at 7500 College Blvd, Overland Park, KS 66210, 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 913-345-9889 or by fax 913-345-2213. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.ebmk-ist.com.


Registered investment advisers similar to Eveans Bash Magrino & Klein Inc