Evensky & Katz/foldes Wealth Management
Evensky & Katz/foldes Wealth Management (CRD# 109698) is a financial advisory firm headquartered in Coral Gables, FL. They manage $2,640,714,946 in 5,063 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management2,641MILLION
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Total Number of Accounts5,063ACCOUNTS
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Average Account Value$521,571
- 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
Matthew McGrath (CRD# 2983504) 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.
Joshua Mungavin (CRD# 5797091) 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.
John Salter (CRD# 5470258) 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.
Marcos Segrera (CRD# 5896786) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has over 11 years of experience in the finance industry.
Katherine Sojo-Trujillo (CRD# 6466117) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has over 9 years of experience in the finance industry.
Michael Walsh (CRD# 6665130) 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.
Kaylyn Adams (CRD# 6663109) 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.
Christopher Browning (CRD# 4498421) 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.