Evart, Young & Hobbs Investment Management

Evart, Young & Hobbs Investment Management (CRD# 110263) is a financial advisory firm headquartered in Redwood City, CA. They manage $216,482,085 in 656 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3 Lagoon Drive, Suite 155, Redwood City, CA 94065
https://www.eyhadvisers.com
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $330,003
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Evart, Young & Hobbs Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Derek Hobbs, financial advisor Redwood City CA
Derek M. Hobbs
CRD#: 1619759
3 Lagoon Drive, Suite 155, Redwood City, CA 94065

Derek Hobbs (CRD# 1619759) is an Investment Advisor Representative working at Evart, Young & Hobbs Investment Management in Redwood City, CA and has over 9 years of experience in the finance industry.

2
Carlos Perez, financial advisor Redwood City CA
Carlos A. Perez
CRD#: 4784058
3 Lagoon Drive, Suite 155, Redwood City, CA 94065

Carlos Perez (CRD# 4784058) is an Investment Advisor Representative working at Evart, Young & Hobbs Investment Management in Redwood City, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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