Evanson Asset Management, LLC
Evanson Asset Management, LLC (CRD# 135188) is a financial advisory firm headquartered in , . They manage $3,408,053,712 in 4,913 accounts and serve the financial needs of clients across 37 states (or territories).
-
Total Assets Under Management3,408MILLION
-
Total Number of Accounts4,913ACCOUNTS
-
Average Account Value$693,681
- 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, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
Jeri Crittenden (CRD# 4682657) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 14 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 29 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 11 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 11 years of experience in the finance industry.