|
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| RL Evans Co Inc
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|
|
|---|---|
| CRD # | 110699 |
| SEC # | 801-111918 |
| CIK # | |
| AUM | $545.0 M (2026-03-03) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 425-455-0501 |
| Address | 3535 Factoria Blvd SE Bellevue, WA 98006 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 83.6 |
| (b) Individuals (high net worth individuals) | 130 | 411.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 50.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,040 | 545.0 |
| By Discretionary | ||
| Discretionary | 883 | 480.5 |
| Non-Discretionary | 157 | 64.5 |
| Total | 1,040 | 545.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 545.0 | |
| Total | 1,040 | 545.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Byrne Financial Freedom LLC
✚
|
MA | 0.5 |
|
Mach-1 Financial Group LLC
✚
|
AR | 0.5 |
|
Legacy Wealth Asset Management LLC
✚
|
MN | 0.5 |
|
Whitegate Investment Counselors Inc
✚
|
NH | 0.5 |
|
25 LLC
✚
|
MO | 0.5 |
|
Selby Wealth Management LLC
✚
|
CA | 0.5 |
|
Sierra Ocean LLC
✚
|
CA | 0.5 |
|
Goodreid Investment Counsel Corp
✚
|
0.5 | |
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 0.5 |
|
Marion Wealth Management LLC
✚
|
PA | 0.5 |