Eveans Bash Klein, Inc. (Overland Park)

Name: Eveans Bash Klein, Inc.
Address: 7500 College Blvd, Overland Park, KS, 66210
Telephone: 913-345-9889

Eveans Bash Klein, Inc. is a large advisory firm based in Overland Park. It manages $662.19 million of regulatory assets for 664 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Illinois, Indiana, Kansas, and 5 other states.

Eveans Bash 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 Klein: assets under management

The assets under management (AUM) of Eveans Bash Klein, Inc. is $662.19 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $662.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $997.27 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eveans Bash 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.

Careers at Eveans Bash Klein, Inc.

Eveans Bash Klein, Inc. is owned by Bradley Anthony Bergman. Deborah Kay Eveans joined the executive team most recently as the Vp Of Finance & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Everett Eveans	President & managing director	1 Jul 1991	25% - 50%	4332728
Thomas Joseph Bash	Sec./treasurer & managing director	1 Jul 1991	25% - 50%	14281
James Milgram Klein	Managing director	1 Jul 1991	Other	4332747
Bradley Anthony Bergman	Owner	1 Sep 2003	Other	4356580
Deborah Kay Eveans	Vp of finance & chief compliance officer	1 Sep 2004	50% - 75%	5036026

Based in Overland Park

The principal office where Eveans Bash 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.ebkgroup.com.