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).

By the Numbers
  • Total Assets Under Management
    2,641
    MILLION
  • Total Number of Accounts
    5,063
    ACCOUNTS
  • Average Account Value
    $521,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Evensky & Katz/foldes Wealth Management
Showing 11 - 18 of 18 top financial advisors.
11
Matthew A. McGrath
CRD#: 2983504
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

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.

12
Joshua D. Mungavin
CRD#: 5797091
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

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.

13
John R. Salter
CRD#: 5470258
3223 S Loop 289, Suite 220, Lubbock, TX 79423

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.

14
Marcos A. Segrera
CRD#: 5896786
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

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.

15
Katherine Sojo-Trujillo
CRD#: 6466117
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

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.

16
Michael C. Walsh
CRD#: 6665130
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

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.

17
Kaylyn N. Adams
CRD#: 6663109
3223 S Loop 289, Suite 220, Lubbock, TX 79423

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.

18
Christopher M. Browning
CRD#: 4498421
1001 Main Street, Suite 400, Lubbock, TX 79401

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.

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