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EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT
EVANSON FINANCIAL, LLC
CRD 340506 · SEC 801-135448
VT, United States
Phone
831-333-2060
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.85B
Discretionary AUM
$5.81B
Team
10 total employees; 8 advisory reps
Clients
0
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $68.6M |
| High net worth individuals | 847 | $5.74B |
| Charitable organizations | 6 | $19.3M |
| Corporations/business entities | 2 | $21.8M |
States served
VT, AL, AZ, CA, CO, DC, GA, ID, IL, IN, IA, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD