Evensky & Katz LLC

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CAFR Data
Evensky & Katz LLC
CRD #109698
SEC #801-60104
CIK #1357867
AUM $1.7 BB (100% Disc, 100% US)
Employees30 (97% Investors, 0% Brokers)
Phone305-448-8882
Address4000 Ponce De Leon Boulevard
Coral Gables, FL 33146
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
18351468110173436702000200620132020
Sector Holding Cap ($MM) Value ($MM)
SCHB158.8
IJJ42.1
TDTF27.5
VTI25.3
IGSB24.7
SPHQ24.1
VNQ21.7
JPST16.8
IQLT12.6
MINT12.0
View All
Holdings by Sector ($)
0.50.40.30.20.10.02014201620182020
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