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Building 2EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT

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Phone831-333-2060
NotebookSEC #801-135448
Total AUM
$5.8B
Employees
10
Clients
980

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
831-333-2060

ReceiptFinancials

Total AUM
$5.8B
Accounts
4,304
Discretionary
$5.8B
Accounts
4,297
Non-Discretionary
$39.5M
Accounts
7

ContactClients

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Individual Clients
125
AUM
$68.6M
HNW Individual Clients
847
AUM
$5.7B
Charitable Organization Clients
6
AUM
$19.3M
Corporation or Business Clients
2
AUM
$21.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCFLGAIAIDILINLAMAMDMIMNMONCNENHNJNMNVNYOHORPASCTNTXUTVAVTWAWI

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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