Company Overview
- Headquarters
- 3483 Greenfield Pl, Carmel CA
- Website
- evansonasset.com
- Phone
- (831) 333-****
- Employees
- 8
- Founded in
- 1995
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
- 52, 52591, 5259, 525
- SIC Code
- 67, 672
Financials & Stats
Revenue
$1B
Who is Evanson Asset Management
Evanson Asset Management (EAM) is a Limited Liability Company based in Carmel, California with additional offices in Monterey, California, and Arlington, Virginia. The firm employs 8 people and manages over $3.5 billion in assets. EAM specializes in providing low-cost fixed quarterly retainer fees for index and passive investment management. Their investment strategy is derived from Modern Portfolio Theory and utilizes a variety of asset classes, including Dimensional Fund Advisors (DFA), Vanguard, and ETF funds, as well as cash equivalents, maturity laddered bond portfolios, and individual securities. EAM has been recognized for its growth and assets under management, being ranked within the top 100 US advisory firms by Forbes, Bloomberg, and Investment News. In January 2015, Bloomberg ranked EAM as the third-best among the top 50 US Registered Investment Advisors (RIAs). Typical fees range between $625 and $2,000 per quarter, with a recommended account minimum of $500,000. For inquiries or requests for a SEC ADV disclosure document and references, contact EAM at 1-800-624-1015, (831) 333-2060, or [email protected].
Evanson Asset Management Tech Stack
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