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).

Current Firm Details
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146
http://www.evensky.com
By the Numbers
  • Total Assets Under Management
    2,896
    MILLION
  • Total Number of Accounts
    5,384
    ACCOUNTS
  • Average Account Value
    $537,865
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
No Advisor Found.
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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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