Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > washington > bellevue > EVANS CAPITAL MANAGEMENT ASSOCIATES
EVANS CAPITAL MANAGEMENT ASSOCIATES
3535 Factoria Blvd Se
Suite 120
Bellevue, Washington 98006
Tel: 425-455-0501
About EVANS CAPITAL MANAGEMENT ASSOCIATES
EVANS CAPITAL MANAGEMENT ASSOCIATES, formally registered with the SEC as EVANS CAPITAL MANAGEMENT ASSOCIATES. The firm was established in 10/31/2017. They have over 1 offices throughout the country.
EVANS CAPITAL MANAGEMENT ASSOCIATES is a Bellevue, Washington based Financial Planning firm with nearly $463,884,633 assets under management, offering retirement planning & investment advisory services to 1028 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110699 |
| SEC# | 801-111918 |
| Assets Managed by Firm | $463,884,633 |
| No. of Clients | 1028 |
| No. of Advisors | 4 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1028 | $463,884,633 |
| Individuals (other than high net worth individuals) | 374 | $80,029,181 |
| High net worth individuals | 105 | $336,349,271 |
| Pension and profit sharing plans | 10 | $47,506,181 |
More Retirement Planning firms in Bellevue, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
Explore More Retirement Advisors in Bellevue, Washington