Overview
Assets Under Management: $216 million
Headquarters: REDWOOD CITY, CA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
LEO H. EVART, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110263), LEO H. EVART, INC. is subject to fiduciary duty under federal law.
LEO H. EVART, INC. is headquartered in REDWOOD CITY, CA.
LEO H. EVART, INC. serves 60 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, LEO H. EVART, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LEO H. EVART, INC. manages $216 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, LEO H. EVART, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 656
Discretionary Accounts: 656
Regulatory Filings
CRD Number: 110263
Last Filing Date: 2024-03-21 00:00:00
Website: https://eyhadvisers.com