Evoke Advisors

Evoke Advisors (CRD# 300856) is a financial advisory firm headquartered in Los Angeles, CA. They manage $13,362,939,383 in 9,915 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,363
    MILLION
  • Total Number of Accounts
    9,915
    ACCOUNTS
  • Average Account Value
    $1,347,750
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Evoke Advisors
Showing 11 - 20 of 26 top financial advisors.
11
Monika H. Mugg
CRD#: 4976897
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Monika Mugg (CRD# 4976897) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 18 years of experience in the finance industry.

12
Andrew D. Palmer
CRD#: 2827779
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Andrew Palmer (CRD# 2827779) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 27 years of experience in the finance industry.

13
Mark E. Sear
CRD#: 2385893
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Mark Sear (CRD# 2385893) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 26 years of experience in the finance industry.

14
Michael R. Brimhall
CRD#: 7378948
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Michael Brimhall (CRD# 7378948) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 2 years of experience in the finance industry.

15
Michael R. Carney
CRD#: 7341778
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Michael Carney (CRD# 7341778) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 3 years of experience in the finance industry.

16
Han Dong
CRD#: 7695400
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Han Dong (CRD# 7695400) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.

17
Jonathan B. Figlin
CRD#: 5880332
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Jonathan Figlin (CRD# 5880332) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 13 years of experience in the finance industry.

18
Andrew R. Grantham
CRD#: 7600725
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Andrew Grantham (CRD# 7600725) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.

19
Daniel B. Haber
CRD#: 6374410
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Daniel Haber (CRD# 6374410) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 5 years of experience in the finance industry.

20
Kareem A. Hout
CRD#: 7207031
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Kareem Hout (CRD# 7207031) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.

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