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Vateras, LLC (Evanston)


Vateras, LLC is a mid-sized advisory firm based in Evanston. It manages $1.26 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.

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Vateras provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vateras: assets under management

The assets under management (AUM) of Vateras, LLC is $1.26 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $252 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vateras, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Evanston

The principal office where Vateras, LLC performs its advisory services is located at 724 Front Street, Evanston, WY 82930 The mailing address of the firm is 404 Glen Cove Ave, Sea Cliff, NY 11579. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (307) 677-2403 or by fax 877-575-5277. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.vateras.com.


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