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EVANSON FINANCIAL, LLC

Doing business as EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$5,847,124,669
Discretionary
$5,807,643,689
Non-discretionary
$39,480,980

Firm details

CRD number
340506
SEC file number
801-135448
Employees
6
SEC status
Approved
Fee structure
Hourly Fixed fees

As of October 2026.