Evanson Asset Management


Trust Score 97%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.

Share

Evanson Asset Management, federally registered in 2005, is a Registered Investment Advisor (RIA) in 34 state(s) with a licensed staff of 5 advisors. Evanson Asset Management manages $4.2 billion and provides investment advisory services for 1,232 clients (1:247 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $3,417,130
Hybrid Advisor No
Disciplinary History No
Total AUM $4.2 billion
Advisor / Client Ratio 1:247
Headquarters
SEC Filings Forms and Brochures    (CRD # 135188)
State(s) Registered AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA, WI


Questions & Answers



Get answers about Evanson Asset Management


Ask a question question_answer