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⚲
|
| Evensky & Katz LLC
✚
|
|
|---|---|
| CRD # | 109698 |
| SEC # | 801-60104 |
| CIK # | 0001357867 |
| AUM | $2.6 BB (2023-03-31) |
| Employees | 38 (50% Investors, 0% Brokers) |
| Phone | 305-448-8882 |
| Address | 4000 Ponce de Leon Boulevard Coral Gables, FL 33146 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 539 | 0.3 |
| (b) Individuals (high net worth individuals) | 536 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,063 | 2.6 |
| By Discretionary | ||
| Discretionary | 5,063 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,063 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 5,063 | 2.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001357867] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
McInroy & Wood Limited
✚
|
2.7 | |
|
Valor Advisors LLC
✚
|
FL | 2.7 |
|
Pine Ridge Advisers LLC
✚
|
NY | 2.7 |
|
Money Concepts Capital Corp
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|
FL | 2.6 |
|
G W Henssler & Associates Ltd
✚
|
GA | 2.6 |
|
Tectonic Advisors LLC
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|
TX | 2.6 |
|
Cardea Capital Group Inc
✚
|
GA | 2.6 |
|
Coastal Bridge Advisors LLC
✚
|
CT | 2.6 |
|
Sagewood Asset Management LP
✚
|
NY | 2.6 |
|
Johnson Sterling Inc
✚
|
AL | 2.6 |