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Building 2EVANS CAPITAL MANAGEMENT ASSOCIATES

Map pinBELLEVUE, WA
Phone425-455-0501
NotebookSEC #801-111918
Total AUM
$545M
Employees
3
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3535 FACTORIA BLVD SE
SUITE 120
BELLEVUE
WA 98006
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
425-455-0501

ReceiptFinancials

Total AUM
$545M
Accounts
1,040
Discretionary
$480.5M
Accounts
883
Non-Discretionary
$64.5M
Accounts
157

ContactClients

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Individual Clients
292
AUM
$83.6M
HNW Individual Clients
130
AUM
$411.2M
Pension/Profit Sharing Plan Clients
13
AUM
$50.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNNHORWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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