Evermay Wealth Management is an investment advisor in Arlington with $799.52 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Ayrshire Associates Inc
SEC CIK
IRS number
900439516
SEC advisor number
801-70170
FINRA CRD number
149230
AUM ?
$1.06 bn
(as of 22 Apr 24)
Accounts
1,695
(as of 22 Apr 24)
Employees
21
(12 investment advisory or research)
Address
Evermay Wealth Management
1776 WILSON BOULEVARD
SUITE 520
ARLINGTON
VA 22209
1776 WILSON BOULEVARD
SUITE 520
ARLINGTON
VA 22209
Phone
(703) 822-5696
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 Nov 21