10 Stateline Road
Crystal Bay, Nevada 89402
Tel: 775-624-9360
EVOLUTION CAPITAL MANAGEMENT LLC, formally registered with the SEC as EVOLUTION CAPITAL MANAGEMENT LLC. The firm was established in 07/02/2015. They have over 3 offices throughout the country.
EVOLUTION CAPITAL MANAGEMENT LLC is a Crystal Bay, Nevada based Financial Planning firm with nearly $645,926,042 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 161668 |
SEC# | 801-100485 |
Assets Managed by Firm | $645,926,042 |
No. of Clients | 6 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6 | $645,926,042 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$21,495,960,000 | 30 | 5 | |
$16,666,770,589 | 127 | 8 | |
$6,107,388,811 | 106443 | 26 | |
$3,855,302,523 | 16063 | 226 | |
$3,423,013,375 | 6588 | 85 |
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