Evt Financial Advisors

Evt Financial Advisors (CRD# 155268) is a financial advisory firm headquartered in Zurich, . They manage $265,118,000 in 144 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    265
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $1,841,097
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MI, NE, NY, OH, TX

Financial Advisors at Evt Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Dino Presta
CRD#: 5850463
Tödistrasse 63, Zurich, 8002
87
Wealthminder
score

Dino Presta (CRD# 5850463) is an Investment Advisor Representative working at Evt Financial Advisors in Zurich, and has 1 year of experience in the finance industry.

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