Evans Capital Management Associates

Evans Capital Management Associates (CRD# 110699) is a financial advisory firm headquartered in Bellevue, WA. They manage $99,757,000 in 499 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $199,914
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Evans Capital Management Associates
Showing 1 - 3 of 3 top financial advisors.
1
Dallas J. Evans
CRD#: 1250175
600 Stewart St #1210, Seattle, WA 98101
96
Wealthminder
score

Dallas Evans (CRD# 1250175) is an Investment Advisor Representative working at Evans Capital Management Associates in Seattle, WA and has over 33 years of experience in the finance industry. Dallas Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas B. Heinzle
CRD#: 1033345
3535 Factoria Blvd. Se, Suite 120, Bellevue, WA 98006
93
Wealthminder
score

Thomas Heinzle (CRD# 1033345) is an Investment Advisor Representative working at Evans Capital Management Associates in Bellevue, WA and has over 22 years of experience in the finance industry.

3
Richard L. Evans
CRD#: 203061
3535 Factoria Blvd. Se, Suite 120, Bellevue, WA 98006
86
Wealthminder
score

Richard Evans (CRD# 203061) is an Investment Advisor Representative working at Evans Capital Management Associates in Bellevue, WA and has over 30 years of experience in the finance industry.

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