EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

4000 Ponce De Leon Boulevard
Suite 850
Coral Gables, Florida 33146
Tel: 305-448-8882

About EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT, formally registered with the SEC as EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT. The firm was established in 04/04/2001. They have over 3 offices throughout the country.

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT is a Coral Gables, Florida based Financial Planning firm with nearly $2,895,866,943 assets under management, offering retirement planning & investment advisory services to 5384 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109698
SEC#	801-60104
Assets Managed by Firm	$2,895,866,943
No. of Clients	5384
No. of Advisors	38

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5384	$2,895,866,943
Individuals (other than high net worth individuals)	501	$257,413,958
High net worth individuals	598	$2,638,452,985

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