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Overview Share
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, nan
$130.0 million AUM
3 offices

Ervin Investment Management is based in , nan and has $130.0 million in assets under management.

Location

, nan
Contact
$130.0 million
AUM
3
Employees
AUM Share
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$130,000,000
Assets under management
265 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 35 $11,000,000 8% $314,286
High net worth individuals 32 $119,000,000 92% $3,718,750
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$130,000,000
Assets under management
$43,333,333
AUM per employee
$43,333,333
AUM per investment analyst
About Share
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Compensation

Ervin Investment Management makes money through the following ways:

  • Percentage of AUM
Services offered

Ervin Investment Management provides the following services:

  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 299,739
SEC number 801-114584
Legal structure Limited Liability Company
Legal governance Washington, United States
Latest ADV filing date March 31, 2020

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