Evensky & Katz
Likely to Engage tag.Highly Engaged Employees

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) 448-8882

Revenue

$7.1 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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1
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2

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's Social MediaPopular SearchesEvensky & KatzEvensky & Katz / Foldes Financial Wealth Managemen...Evensky & Katz LLCEvensky & Katz IncEvensky & Katz & Foldes Financial Wealth Managemen...SIC Code 62,628NAICS Code 52,523Show more

Evensky & Katz Org Chart

PhoneEmail
MB
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Chief Financial Officer & Chief Compliance Of...

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PB
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President

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LJ
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Chief Investment Officer & Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Evensky & Katz

$7.1M
11-50
Private
<$5M
1985
MB
Mena BielowChief Financial Officer & Chief Compliance Officer
$8.4M
51-200
Private
-
1984
MS
Michael ShoemakerChief Compliance Officer
$5.2M
11-50
Private
-
2015
OT
Olivia TatiFounder & CEO
<$5M
1-10
Private
-
2020
MF
Matthew FoxFounder & Wealth Advisor
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Evensky & Katz is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Evensky & Katz is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Evensky & Katz.

Evensky & Katz financials insights

Gather financial insights about Evensky & Katz, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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Evensky & Katz Tech Stack

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Frequently Asked Questions Regarding Evensky & Katz

What is Evensky & Katz's official website?
Evensky & Katz's official website is www.evensky.com
What is Evensky & Katz's Revenue?
Evensky & Katz's revenue is $7.1 Million
What is Evensky & Katz's SIC code?
Evensky & Katz's SIC: 62,628
What is Evensky & Katz's NAICS code?
Evensky & Katz's NAICS: 52,523
How many employees does Evensky & Katz have?
Evensky & Katz has 11-50 employees
What industry does Evensky & Katz belong to?
Evensky & Katz is in the industry of: Finance, Securities Trading
What is Evensky & Katz competition?
Evensky & Katz top competitors include: Pillar Wealth Management, Ithaca Wealth Management, Wealth Advisory Services, Vibrance Wealth Management
What technology does Evensky & Katz use?
Some of the popular technologies that Evensky & Katz uses are: goo.gl, DocuSign, WordPress.org, PHP
Who is the CFO of Evensky & Katz?
Evensky & Katz's CFO is Mena Bielow
How do I contact Evensky & Katz?
Evensky & Katz contact info: Phone number: (305) 448-8882 Website: www.evensky.com
What does Evensky & Katz do?

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... vensky, the company's firm adheres to his principals of client-focused educated financial advice.Read More

What are Evensky & Katz social media links?
Evensky & Katz Linkedin page Evensky & Katz Twitter page Evensky & Katz Facebook page
Is Evensky & Katz a public company?
Evensky & Katz is private company therefore does not currently have an official ticker symbol
See more information about Evensky & Katz

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