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EVIDENT FINANCIAL
ALLSTREET FINANCIAL, LLC
CRD 281661 · SEC 801-136032
302 FRENCH STREET, ERIE, PA, 16507, United States
Phone
(814) 425-5182
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.7M
Discretionary AUM
$149.7M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $17.4M |
| High net worth individuals | 31 | $93.3M |
| Pension/profit sharing plans | 11 | $32.1M |
States served
NY, PA
All web addresses on file
Official SEC filing: View on IAPD