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Building 2EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

Map pinREDWOOD CITY, CA
Phone(650) 802-0342
NotebookSEC #801-42861
Total AUM
$269.9M
Employees
3
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 LAGOON DRIVE
SUITE 155
REDWOOD CITY
CA 94065
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(650) 802-0342
Other Offices
1

ReceiptFinancials

Total AUM
$269.9M
Accounts
732
Discretionary
$269.9M
Accounts
732
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
168
AUM
$97.3M
HNW Individual Clients
67
AUM
$134.4M
Pension/Profit Sharing Plan Clients
5
AUM
$26.1M
Charitable Organization Clients
1
AUM
$12.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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

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