Evensky & Katz/foldes Wealth Management
Evensky & Katz/foldes Wealth Management (CRD# 109698) is a financial advisory firm headquartered in Coral Gables, FL. They manage $2,895,866,943 in 5,384 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management2,896MILLION
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Total Number of Accounts5,384ACCOUNTS
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Average Account Value$537,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
Roxanne Alexander (CRD# 4784719) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has over 20 years of experience in the finance industry.
Anne Bednarz (CRD# 6382206) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry.
Steven Foldes (CRD# 2257102) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has over 28 years of experience in the finance industry.
Taylor Gang (CRD# 4902806) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has over 17 years of experience in the finance industry.
David Garcia (CRD# 5582876) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has over 15 years of experience in the finance industry.
Michael Hoeflinger (CRD# 2466146) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has over 29 years of experience in the finance industry.
Linda Hoover (CRD# 6826456) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Lubbock, TX and has 1 year of experience in the finance industry.
Brett Horowitz (CRD# 4720365) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry.
Lane Jones (CRD# 3050482) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has over 26 years of experience in the finance industry.
Deana Kelly (CRD# 2759030) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has over 27 years of experience in the finance industry.