EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT - Financial Advisor in Florida, Coral Gables

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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