Evanson Asset Management is an investment advisor in Carmel with $5.09 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201947121
SEC advisor number
801-64387
FINRA CRD number
135188
AUM ?
$5.09 bn
(as of 22 Jul 22)
Accounts
4,509
(as of 22 Jul 22)
Employees
6
(6 investment advisory or research)
Address
Evanson Asset Management
3483 GREENFIELD PLACE
CARMEL
CA 93923
3483 GREENFIELD PLACE
CARMEL
CA 93923
Office hours
Monday - Friday, 8:00 AM TO 4:00 PM
Phone
831-333-2060
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Evanson, Steven, Edward | Managing Member/chief Compliance Officer | 04/2005 | > 75% |
Sherwood, David, Bell | Alternate Designated Officer | 07/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22