ALLSTREET FINANCIAL, LLC
DBA: EVIDENT FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $149.7M |
| Discretionary | $149.7M100% of AUM |
| Client Accounts | 212 |
| Avg Account Size | $706K |
| Employees | 3 |
| Peak AUM | $149.7MMar 2026 |
AUM by Client Type
Total AUM
$150M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $150M | 0.0% | — | — | — |
| Discretionary AUM | $150M | 0.0% | |||
Key Metrics
| Total AUM | $149.7M |
| Discretionary | $149.7M |
| Employees | 3 |
| Client Accounts | 212 |
| Client Range | 51-100 |
Contact & Location
Address
302 FRENCH STREET
ERIE PA 16507
Phone
(814) 425-5182
Filing History
2 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$150M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported