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Home > Retirement Planners > california > redwood city > EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
3 Lagoon Drive
Suite 155
Redwood City, California 94065
Tel: (650) 802-0342
About EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT, formally registered with the SEC as EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT. The firm was established in 12/09/1992. They have over 2 offices throughout the country.
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT is a Redwood City, California based Financial Planning firm with nearly $216,482,085 assets under management, offering retirement planning & investment advisory services to 656 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110263 |
| SEC# | 801-42861 |
| Assets Managed by Firm | $216,482,085 |
| No. of Clients | 656 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 656 | $216,482,085 |
| Individuals (other than high net worth individuals) | 209 | $78,567,689 |
| High net worth individuals | 61 | $113,917,824 |
| Pension and profit sharing plans | Fewer than 5 clients | $23,596,049 |
| Charitable organizations | Fewer than 5 clients | $400,523 |
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