Evensky & KATZ LLC
Legal Name: EVENSKY & KATZ, LLC
Full Contact Details
Evensky & KATZ LLC
4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL
305-448-8882
305-448-1326
Other Info
Evensky & KATZ, LLC, a Florida-based limited liability company, is known for its exceptional advisory services. With 29 employees serving in advisory roles, the firm's last reported SEC status is approved dating back to April 4, 2001. While the number of clients is unknown, the firm's reputation as a trustworthy advisor makes it a top choice for financial management.
Evensky & Katz/ Foldes | Wealth Management
LIVE WELL. REST EASY. We are a wealth management firm with 35 years experience in the areas of financial planning and goals-based investing.
Evensky & Katz/ Foldes | Wealth Management
LIVE WELL. REST EASY. We are a wealth management firm with 35 years experience in the areas of financial planning and goals-based investing.
Evensky & Katz | Wealth Management
LIVE WELL. REST EASY. We are a wealth management firm with 35 years experience in the areas of financial planning and goals-based investing.
Evensky & Katz/ Foldes | Wealth Management
LIVE WELL. REST EASY. We are a wealth management firm with 35 years experience in the areas of financial planning and goals-based investing.
Direct Owners
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BRETT DAVID HOROWITZ
MANAGEMENT COMMITTEE MEMBER owns more than 5% but less than 10%
-
DAVID LEE GARCIA
MANAGEMENT COMMITTEE MEMBER owns less than 5%
-
DAVID SAMUEL EVENSKY
MANAGEMENT COMMITTEE MEMBER owns more than 10% but less than 25%
-
DEENA BOONE KATZ
FOUNDER, MEMBER owns less than 5%
-
EVENSKY & KATZ, INC.
MEMBER owns more than 25% but less than 50%
-
HAROLD RAY EVENSKY
FOUNDER, MEMBER owns less than 5%
-
KATHRYN JEAN SALTER
MANAGEMENT COMMITTEE MEMBER owns less than 5%
-
LANE MCMASTER JONES
MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%
-
MARIA CHAVES BIELOW
CHIEF COMPLIANCE OFFICER, OFFICER owns less than 5%
-
MATTHEW A MCGRATH
MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER owns more than 10% but less than 25%
-
STEVEN MICHAEL FOLDES
MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN owns less than 5%
-
TAYLOR MILTON GANG
MANAGEMENT COMMITTEE MEMBER owns more than 5% but less than 10%
Indirect Owners
-
DEENA BOONE KATZ
SHAREHOLDER owns more than 50% but less than 75%
-
HAROLD RAY EVENSKY
SHAREHOLDER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
- SCHWAB STRATEGIC TR $187,629k
- ISHARES RUS $105,017k
- ISHARES $48,321k
- BARCLAYS BK PLC $30,444k
- FLEXSHARES TR $28,429k
- VANGUARD INDEX FDS TOTAL STK MKT $28,283k
- Invesco S&P 500 High Q(sphq) $27,991k
- ISHARES $26,865k
- VANGUARD INDEX FDS REAL ESTATE ETF $25,027k
- JP MORGAN EXCHANGE TRADED FD $19,456k