Frequently Asked Questions (FAQ) About
Evensky & KATZ LLC
- Where is Evensky & KATZ LLC Located
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4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL
- Evensky & KATZ LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Evensky & KATZ LLC, while the legal name is: EVENSKY & KATZ, LLC
- Evensky & KATZ LLC: How many employees does the firm employ?
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Evensky & KATZ LLC has 30 employees, of which 29 are employees in advisory roles
- Evensky & KATZ LLC: How many clients does the firm serve?
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The number of clients served by it is unknown.
- Evensky & KATZ LLC: What are the top holdings of this firm?
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SCHWAB STRATEGIC TR ISHARES RUS ISHARES BARCLAYS BK PLC FLEXSHARES TR VANGUARD INDEX FDS TOTAL STK MKT Invesco S&P 500 High Q(sphq) ISHARES VANGUARD INDEX FDS REAL ESTATE ETF JP MORGAN EXCHANGE TRADED FD
- Evensky & KATZ LLC: What other investment firms are located in the vicinity?
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Millares Asset Management LLC Invex Advisors LLC Medina Capital Advisors LLC Finser International Corporation Futura Asset Advisors LLC Austin Atlantic Asset Management Co MBF Healthcare Management II LLC Maximai Investment Partners LLC Cathy Pareto and Associates Inc Bayshore Asset Management LLC