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James Hamilton Evans

PARAMETRIC PORTFOLIO ASSOCIATES LLC·SEATTLE, Washington
Unclaimed Profile
800 FIFTH AVENUE, SEATTLE, WA 98104CRD# 1680973Firm CRD# 114310
01

About

James Hamilton Evans is a registered financial advisor based in SEATTLE, Washington, affiliated with PARAMETRIC PORTFOLIO ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PARAMETRIC PORTFOLIO ASSOCIATES LLC
PARAMETRIC PORTFOLIO ASSOCIATES
AUM
$475.1B
Regulatory assets under management
Employees
877
Total firm employees
View all advisors at PARAMETRIC PORTFOLIO ASSOCIATES LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1680973
Firm CRD# 114310
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Hamilton Evans offer?
James Hamilton Evans specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are James Hamilton Evans's credentials?
James Hamilton Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Hamilton Evans located?
James Hamilton Evans is based in SEATTLE, Washington, working with PARAMETRIC PORTFOLIO ASSOCIATES LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does James Hamilton Evans charge for services?
James Hamilton Evans's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARAMETRIC PORTFOLIO ASSOCIATES LLC?
PARAMETRIC PORTFOLIO ASSOCIATES LLC has approximately 877 employees and manages $475.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SEATTLE
Robert Joseph Breshock — PARAMETRIC PORTFOLIO ASSOCIATES LLCRobert Bruce Fagenson — NATIONAL ASSET MANAGEMENT, INC.William Lerner — NATIONAL ASSET MANAGEMENT, INC.David Charles Levine — NATIONAL ASSET MANAGEMENT, INC.Aaron William Singleton — PIONEER SQUARE INVESTMENT ADVISOR, LLC
Nearby cities in Washington
BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
City Guides
BELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
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