EVOKE ADVISORS

10635 Santa Monica Blvd.
Suite 240
Los Angeles, California 90025
Tel: 424-372-1776

About EVOKE ADVISORS

EVOKE ADVISORS, formally registered with the SEC as EVOKE ADVISORS. The firm was established in 05/13/2019. They have over 4 offices throughout the country.

EVOKE ADVISORS is a Los Angeles, California based Financial Planning firm with nearly $27,463,129,501 assets under management, offering retirement planning & investment advisory services to 12195 clients. The firm is staffed with 92 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300856
SEC#	801-115290
Assets Managed by Firm	$27,463,129,501
No. of Clients	12195
No. of Advisors	92

Fee Structure

A percentage of AUM
Fixed fees
Other (ADMINISTRTIVE SERVICE, FINANCIAL PLANNING, AND SUB-ADVISORY FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	12195	$27,463,129,501
Individuals (other than high net worth individuals)	2	$153,352
High net worth individuals	826	$10,330,761,521
Pension and profit sharing plans	15	$12,266,892,954
Charitable organizations	31	$1,068,795,117
Corporations or other businesses	2	$158,028,030

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