Evanson Asset Management, LLC
Evanson Asset Management, LLC (CRD# 135188) is a financial advisory firm headquartered in , . They manage $4,848,069,285 in 4,379 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management4,848MILLION
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Total Number of Accounts4,379ACCOUNTS
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Average Account Value$1,107,118
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
Patrick Collins (CRD# 6852148) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 8 years of experience in the finance industry.
Joann Donangelo (CRD# 6226148) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry.
Steven Evanson (CRD# 1836990) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 35 years of experience in the finance industry.
Laura Kelly (CRD# 5321371) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 17 years of experience in the finance industry.
David Sherwood (CRD# 5126928) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 18 years of experience in the finance industry.