EVENSKY & KATZ, LLC
Doing business as EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$3,209,825,405
Discretionary
$3,209,825,405
Non-discretionary
$0
Firm details
- CRD number
- 109698
- SEC file number
- 801-60104
- Main office
- CORAL GABLES, FL, United States
- Employees
- 44
- SEC status
- Approved
- Website
- HTTP://WWW.EVENSKY.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.