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EVOKE ADVISORS
LOS ANGELES, CA
424-372-1776
SEC #801-115290Total AUM
$17.3B
Employees
96Clients
968Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2121 AVENUE OF THE STARS
LOS ANGELES
CA 90067
United States
LOS ANGELES
CA 90067
United States
Operating Hours
7:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
424-372-1776
Other Offices
3
Financials
Total AUM
$17.3B
Accounts
12,528Discretionary
$14.4B
Accounts
11,168Non-Discretionary
$2.9B
Accounts
1,360
Clients
HNW Individual Clients
874AUM
$12.1B
Pooled Vehicle Clients
23AUM
$3B
Pension/Profit Sharing Plan Clients
20AUM
$492.3M
Charitable Organization Clients
29AUM
$1.2B
Corporation or Business Clients
4AUM
$224.8M
Other Clients
18AUM
$275.6M
Description of Other Clients
GUILDS & ASSOCIATIONS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ADMIN SERVICE, FINANCIAL PLANNING,SUB-ADVISORY FEES,TAX PLANNIN
Compliance
Disclosures
None reported
State Registrations
ARAZCACOCTDCDEFLGAHIIDILINKSMAMDMIMNMOMTNCNHNJNVNYOHORPARISCSDTNTXUTVAWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.