EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
Tel: 305-448-8882 4000 Ponce De Leon Boulevard Suite 850 Coral Gables, Florida 33146
About EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT is a Coral Gables, Florida based financial advisory firm with nearly $2,895,866,943 in assets under management and provides investment advisory services for 5384 clients. There are currently 38 financial advisors at the firm.
General Information
Firm CRD#:
109698
Firm SEC#:
801-60104
Assets Under Management:
$2,895,866,943
No. of Clients:
5384
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
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