← Tributary

ERVIN INVESTMENT MANAGEMENT

· CRD 299739 · IAPD ↗ · 206-495-9957

$269.9MRegulatory AUM
3Advisory reps
3Employees
1Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — ERVIN INVESTMENT MANAGEMENT reported RAUM up 27% ($161.6M -> $205.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.