Evensky & Katz
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
4000 Ponce de Leon Blvd Ste 850, Coral G...Phone Number
(305) 448-8882Website
www.evensky.comRevenue
$7.1 MillionIndustry
About Evensky & Katz
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to the company's client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, the company's firm adheres to his principals of client-focused educated financial advice.Explore more
Evensky & Katz Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Evensky & Katz
$7.1M
11-50
Private
<$5M
1985
MB
Mena BielowChief Financial Officer & Chief Compliance Officer
Evensky & Katz Tech Stack
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Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to the company's client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold E... Read More
