EVENSKY & KATZ, LLC

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
CORAL GABLES, Florida·9 registered advisors·CRD# 109698
SEC# 801-601042305-448-8882
01

Firm Overview

AUM
$2.9B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EVENSKY & KATZ, LLC

9 registered advisors
Brett David Horowitz
CORAL GABLES, Florida
David Lee Garcia
CORAL GABLES, Florida
Deena Boone Katz
CORAL GABLES, Florida
Harold Ray Evensky
CORAL GABLES, Florida
John Ryan Salter
CORAL GABLES, Florida
Lane Mcmaster Jones
CORAL GABLES, Florida
Matthew A Mcgrath
CORAL GABLES, Florida
Steven Michael Foldes
CORAL GABLES, Florida
Taylor Milton Gang
CORAL GABLES, Florida
05

Office Locations

CORAL GABLES, Florida
9 advisors

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Data sourced from SEC Form ADV filings. EVENSKY & KATZ, LLC (CRD# 109698) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.