Ervin Investment Management

Ervin Investment Management (CRD# 299739) is a financial advisory firm headquartered in Seattle, WA. They manage $205,931,044 in 285 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1037 Ne 65th St #359, Seattle, WA 98115
By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $722,565
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Ervin Investment Management
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Ervin, financial advisor Seattle WA
Daniel J. Ervin
CRD#: 6900021
Seattle, WA

Daniel Ervin (CRD# 6900021) is an Investment Advisor Representative working at Ervin Investment Management in Seattle, WA and has over 6 years of experience in the finance industry.

2
John Ervin, financial advisor Seattle WA
John R. Ervin
CRD#: 6906190
Seattle, WA

John Ervin (CRD# 6906190) is an Investment Advisor Representative working at Ervin Investment Management in Seattle, WA and has over 6 years of experience in the finance industry.

3
John Reis, financial advisor Solana Beach CA
John C. Reis
CRD#: 2441554
Solana Beach, CA

John Reis (CRD# 2441554) is an Investment Advisor Representative working at Ervin Investment Management in Solana Beach, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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