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.
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 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. 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.
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.
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.