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Evart, Young & Hobbs Investment Management
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Redwood City, California
$215.7 million AUM
2 offices

Evart, Young & Hobbs Investment Management is based in Redwood City, California and has $215.7 million in assets under management.

Location
3 Lagoon Drive
Suite 155
Redwood City, CA 94065
$215.7 million
AUM
2
Employees
AUM Share
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$215,699,758
Assets under management
300 clients
Number of clients
Average investment size is $718,999
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 257 $78,231,495 36% $304,403
High net worth individuals 34 $59,480,964 28% $1,749,440
Pension and profit sharing plans 6 $19,581,129 9% $3,263,522
Other corporations or businesses 1 $122,557 0% $122,557
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$215,699,758
Assets under management
$107,849,879
AUM per employee
$107,849,879
AUM per investment analyst
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Compensation

Evart, Young & Hobbs Investment Management makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Evart, Young & Hobbs Investment Management provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 110,263
SEC number 801-42861
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date September 26, 2019

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