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EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
LEO H. EVART, INC.
CRD 110263 · SEC 801-42861
3 LAGOON DRIVE, SUITE 155, REDWOOD CITY, CA, 94065, United States
Phone
(650) 802-0342
Fax
(650) 887-2976
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$269.9M
Discretionary AUM
$269.9M
Team
3 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 168 | $97.3M |
| High net worth individuals | 67 | $134.4M |
| Pension/profit sharing plans | 5 | $26.1M |
States served
CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD