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Building 2EVANSON ASSET MANAGEMENT, LLC

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Phone831-333-2060
NotebookSEC #801-64387
Total AUM
$5.9B
Employees
6
Clients
998

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
831-333-2060
Other Offices
3

ReceiptFinancials

Total AUM
$5.9B
Accounts
4,333
Discretionary
$5.9B
Accounts
4,323
Non-Discretionary
$40.2M
Accounts
10

ContactClients

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Individual Clients
129
AUM
$68.7M
HNW Individual Clients
857
AUM
$5.8B
Pension/Profit Sharing Plan Clients
3
AUM
$9.4M
Charitable Organization Clients
6
AUM
$18.7M
Corporation or Business Clients
3
AUM
$26.8M

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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