Eves&haines Wealth Management
Eves&haines Wealth Management (CRD# 171501) is a financial advisory firm headquartered in Greeley, CO. They manage $5,067,564 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Eves&haines Wealth Management
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$194,906
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Eves&haines Wealth Management
1
Jesse Eves (CRD# 6166555) is an Investment Advisor Representative working at Eves&haines Wealth Management in Greeley, CO and has over 9 years of experience in the finance industry.
2
Glenda Haines (CRD# 6336804) is an Investment Advisor Representative working at Eves&haines Wealth Management in Greeley, CO and has over 9 years of experience in the finance industry.
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