Evr Research LP

Evr Research LP (CRD# 283385) is a financial advisory firm headquartered in Richmond, VA. They manage $4,372,535 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $4,372,535
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Evr Research LP
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin W. Joffe
CRD#: 6663716
310 Granite Avenue, Suite 2, Richmond, VA 23226
89
Wealthminder
score

Benjamin Joffe (CRD# 6663716) is an Investment Advisor Representative working at Evr Research LP in Richmond, VA and has over 2 years of experience in the finance industry.

2
Charles H. Portz
CRD#: 6663727
310 Granite Avenue, Suite 2, Richmond, VA 23226
88
Wealthminder
score

Charles Portz (CRD# 6663727) is an Investment Advisor Representative working at Evr Research LP in Richmond, VA and has 1 year of experience in the finance industry.

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