Assets Under Management
$27.7B
Number of Clients
946
Number of Advisors
40
Average Client AUM
$29.3M
AUM per Advisor
$692.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Evoke Wealth offers holistic, personalized financial planning and investment advisory services to individuals (including high/ultra-high net worth) and entities. Services include cash flow, investment, retirement, estate, and tax planning. They manage investments through mutual funds, ETFs, debt securities, and alternative investments, potentially using external managers and private funds.
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025