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 21 - 26 of 26 top financial advisors.
21
Tyler J. Jones
CRD#: 7456522
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Tyler Jones (CRD# 7456522) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 2 years of experience in the finance industry.

22
Zachary Lewis
CRD#: 7794056
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Zachary Lewis (CRD# 7794056) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.

23
Kristen McCulloch
CRD#: 7508795
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Kristen McCulloch (CRD# 7508795) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.

24
Samuel H. Sauter
CRD#: 7456615
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Samuel Sauter (CRD# 7456615) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 2 years of experience in the finance industry.

25
Sergio M. Villavicencio
CRD#: 2387678
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Sergio Villavicencio (CRD# 2387678) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 30 years of experience in the finance industry.

26
Clairine Wantah
CRD#: 7816629
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Clairine Wantah (CRD# 7816629) 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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