Evanson Asset Management

Investment Bank/Securities Brokerage
Carmel CA
8 employees
Investment Management

Employee Directory Email Format Management Departments

Get Full Info

Company Overview

Headquarters: 3483 Greenfield Pl, Carmel CA

Website: evansonasset.com

Phone: (831) 333-2060

Employees: 8

Founded it: 1995

Industry: Investment Bank/Securities Brokerage

NAICS Code: NAICS Code 52 Companies

NAICS Code 52591 Companies

NAICS Code 5259 Companies

NAICS Code 525 Companies

SIC Code: SIC Code 67 Companies

SIC Code 672 Companies

More Details

Financials & Stats

Revenue

$1B

More Financials

Who is Evanson Asset Management

Evanson Asset Management (EAM) is an investment advisor located in Carmel, California. The company employs 8 people and manages over $3.5 billion in assets. EAM specializes in index and passive investment management, utilizing a strategy based on Modern Portfolio Theory. They offer a range of investment options including Dimensional Fund Advisors (DFA), Vanguard, and ETF funds, in addition to cash equivalents, maturity laddered bond portfolios, and individual securities. EAM is recognized for its pioneering use of low fixed quarterly retainer fees, which have been offered since 1995. Their fees typically range from $625 to $2,000 per quarter, with a recommended account minimum of $500,000. The company has received accolades from Forbes, Bloomberg, and Investment News, consistently ranking among the top 100 US advisory firms. EAM can be contacted at 1-800-624-1015 or (831) 333-2060. For inquiries via email, please reach out to [email protected]. Additional information, including an SEC ADV disclosure document and references, are available upon request.

Evanson Asset Management Tech Stack

JavaScript

HTML

Twitter

View All Tech Stack

Companies Similar to Evanson Asset Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Evanson Asset Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name	Revenue	Number of Employees	Location	Founded in
TRG Capital Management	1M	9	Johnson City, NY	2008
Barnegat Fund Management	1M	1	Hoboken, NJ	1999
Osher Van de Voorde Investment Management	1M	5	Pasadena, CA	1993
Salem Advisory Group	1M	8	Wells, ME	2007
South Shore Capital Advisors	1M	4	Cohasset, MA	2008

View More Companies

FAQ

What is the location of Evanson Asset Management's headquarters?

The headquarters of Evanson Asset Management are situated at Carmel CA

What is Evanson Asset Management's phone number?

Evanson Asset Management's contact number is (831) 333-2060.

What is Evanson Asset Management's official website?

The official website of Evanson Asset Management can be found at evansonasset.com.

How many employees does Evanson Asset Management currently have?

Evanson Asset Management employs approximately 8+ people

Which industries is Evanson Asset Management primarily operating in?

Evanson Asset Management operates in the following industries: Investment Management

When was Evanson Asset Management founded?

Evanson Asset Management was founded in 1995.

Employee Directory

Key Employees

Steven Evanson

Owner

Phone Email

JoAnn Donangelo

Client Relationship Representative

Phone Email

Peggy Gross

Customer Service Representative

Phone Email