|
⚲
|
| Evensky & Katz LLC
✚
|
|
|---|---|
| CRD # | 109698 |
| SEC # | 801-60104 |
| CIK # | 0001357867 |
| AUM | $3.2 B (2026-03-19) |
| Employees | 44 (9% Investors, 0% Brokers) |
| Phone | 305-448-8882 |
| Address | 4000 Ponce de Leon Boulevard Coral Gables, FL 33146 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 402 | 0.1 |
| (b) Individuals (high net worth individuals) | 763 | 2.9 |
| (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 | 4 | 0.0 |
| (h) Charitable organizations | 8 | 0.1 |
| (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 | 11 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,801 | 3.2 |
| By Discretionary | ||
| Discretionary | 5,801 | 3.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,801 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 5,801 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001357867] |
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