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EVANSON ASSET MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$5,907,200,308
Discretionary
$5,866,956,785
Non-discretionary
$40,243,523

Firm details

CRD number
135188
SEC file number
801-64387
Employees
6
SEC status
Approved
Fee structure
Hourly Fixed fees

As of May 2026.