EVOKE WEALTH, LLC

http://www.evokewealth.com LOS ANGELES, CA Investment Advisor How do I update this listing?

Evoke Wealth is based out of Los Angeles. Evoke Wealth is a large advisory firm with 299 clients and discretionary assets under management (AUM) of $3,545,509,215 (Form ADV from 2019-09-09). Their last reported 13F filing for Q3 2019 included $812,689,774 in managed 13F securities and a top 10 holdings concentration of 53.17%. Evoke Wealth's largest holding is iShares MSCI ACWI Index Fund with shares held of 1,208,648. Whalewisdom has at least 2 13F filings

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09/30/2019

Top Sells

  • Name% Change

09/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 9.2%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR/A (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

EVOKE WEALTH, LLC
Classified as Hedge Fund
10635 SANTA MONICA BLVD. SUITE 240
LOS ANGELES CA    90025
Country: United States

Business Phone: (424) 372-1777
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 20
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 0
Total Number of Clients: 299
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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