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Evanson Asset Management (investment advisor) in Something Directory

 

Evanson Asset Management, L.L.C. (E.A.M.) is a registered investment advisor (R.I.A.) with the Securities and Exchange Commission. It is owned and operated by Steven Evanson, Ph.D.. E.A.M. is a fee-only (non-commission) R.I.A. providing investment advisory and management services. E.A.M. manages over $1.6 billion in assets as of Summer 2007 and is located in Carmel, CA. Our recommended account minimum is $1,000,000 although exceptions may be made. Dr. Evanson has a research background and has been in the financial services business since 1988. He is assisted by three licensed investment advisor representatives. An investment advisor disclosure document (ADV-II substitute) and current client references are available upon request.

 

Telephone: 831-333-2060
Fax: 831-333-2063.
Website: http://www.evansonasset.com/