Richard Lee Evans is an adviser based in Flossmoor. It manages $65.73 million of regulatory assets for 264 client accounts. It has been registered with the SEC as an adviser since 2004.
Richard Lee Evans provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Richard Lee Evans is $65.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 119% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Richard Lee Evans for their services and products based on a percentage of assets under management. 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 principal office where Richard Lee Evans performs its advisory services is located at 1540 Cambridge Avenue, Flossmoor, IL 60422, 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 708-957-4246 or by fax 708-957-4246. The normal business hours are 8am- 5pm on Monday - Friday.