Ervin Investment Management is an investment advisor in Seattle with $179.82 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
831858713
SEC advisor number
801-114584
FINRA CRD number
299739
AUM ?
$179.82 mm
(as of 23 Mar 22)
Accounts
246
(as of 23 Mar 22)
Employees
3
(3 investment advisory or research)
Office hours
Monday - Friday, M-TH: 6:00-7:30 AM, 1:30 - 3:30 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ervin, John, Robert | Chief Compliance Officer and Managing Member | 10/2018 | 50-75% |
Ervin, Daniel, Jesse | Managing Member | 10/2018 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23