Evensky & Katz LLC

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Assets, Funds, Holdings

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Evensky & Katz LLC
CRD #109698
SEC #801-60104
CIK #0001357867
AUM $2.1 BB (100% Disc, 99% US, 2020-04-30)
Employees 30 (67% Investors, 0% Brokers)
Phone305-448-8882
Address4000 Ponce DE Leon Boulevard
Coral Gables, FL 33146
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
3.02.41.81.20.60.02007201120162021
Sector Issuer Cap ($MM) Value ($MM)
SCHB 205.1
IJJ 52.6
SPHQ 30.4
TDTF 30.3
VTI 28.6
IGSB 28.0
VNQ 25.9
IQLT 16.9
VIGI 12.3
JPST 11.2
View All
Holdings by Sector ($)
2.01.61.20.80.40.02011201420172021
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