EVOKE WEALTH, LLC

EVOKE ADVISORS
LOS ANGELES, California·10 registered advisors·CRD# 300856
SEC# 801-1152903424-372-1776
01

Firm Overview

AUM
$27.5B
Regulatory assets under management
Employees
92
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Other: ADMINISTRTIVE SERVICE, FINANCIAL PLANNING, AND SUB-ADVISORY FEES
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at EVOKE WEALTH, LLC

10 registered advisors
Alex Nmn Shahidi
LOS ANGELES, California
Andrew Douglas Palmer
LOS ANGELES, California
Brian Hancock Waters
LOS ANGELES, California
Damien Adam Bisserier
LOS ANGELES, California
Daniel Arlin Kelso
LOS ANGELES, California
Darell Leonard Krasnoff
LOS ANGELES, California
David Chih Hou
LOS ANGELES, California
Eric Scott Bright
LOS ANGELES, California
Jane Frances Eagle
LOS ANGELES, California
Mark Elliott Sear
LOS ANGELES, California
05

Office Locations

LOS ANGELES, California
10 advisors

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Data sourced from SEC Form ADV filings. EVOKE WEALTH, LLC (CRD# 300856) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.