|
⚲
|
| Leo H Evart Inc
✚
| |
|---|---|
| CRD # | 110263 |
| SEC # | 801-42861 |
| CIK # | 0001920405 |
| AUM | $216.5 MM (2024-03-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 650-802-0342 |
| Address | 3 Lagoon Drive Redwood City, CA 94065 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 209 | 78.6 |
| (b) Individuals (high net worth individuals) | 61 | 113.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 23.6 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 656 | 216.5 |
| By Discretionary | ||
| Discretionary | 656 | 216.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 656 | 216.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.5 | |
| Total | 656 | 216.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001920405] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Financial Advisors of New York LLC
✚
|
NY | 0.2 |
|
Power Asset Management LLC
✚
|
CA | 0.2 |
|
Epiqwest Culver Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Victus Captial Wealth LLC
✚
|
CA | 0.2 |
|
Lederer & Associates Investment Counsel
✚
|
CA | 0.2 |
|
Opinicus Capital Inc
✚
|
FL | 0.2 |
|
JP Wealth Management Inc
✚
|
SC | 0.2 |
|
Estate & Trust Advisors Inc
✚
|
IL | 0.2 |
|
MWA Financial Services Inc
✚
|
IL | 0.2 |
|
Finivi Inc
✚
|
MA | 0.2 |