Evensky & Katz / Foldes Financial Wealth Management

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Description

  • Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice.
  • location

    Headquarters:4000 Ponce De Leon Boulevard Suite 850, Coral Gables, Florida, United States

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  • Evensky & Katz / Foldes Financial Wealth Management phone

    Phone Number: +1 305-448-8882

  • Evensky & Katz / Foldes Financial Wealth Management website

    Website: https://www.ek-ff.com

  • Evensky & Katz / Foldes Financial Wealth Management employees

    Employees:39

  • Evensky & Katz / Foldes Financial Wealth Management revenue

    Revenue:$1 - 10M

  • Evensky & Katz / Foldes Financial Wealth Management legal name

    Legal Name:Evensky & Katz / Foldes Financial Wealth Management

  • Evensky & Katz / Foldes Financial Wealth Management's Social Media

    Evensky & Katz / Foldes Financial Wealth Management linkedin Evensky & Katz / Foldes Financial Wealth Management facebook Evensky & Katz / Foldes Financial Wealth Management twitter
  • done Is this data correct?
  • |  NAICS Code: 523930  |

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Person level website identification

Chief Investment Officer - Principal for Evensky & Katz / Foldes Financial Wealth Management

Lane Jones

Chief Investment Officer - Principal

Person level website visitor identification

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View Employees

Lane Jones

Chief Investment Officer - Principal

Harold Evensky

Founder

David Evensky

Owner, Evensky And Katz

Deena Katz

Chairman

Steve Foldes

Vice Chairman

Frequently Asked Questions regarding Evensky & Katz / Foldes Financial Wealth Management

  • Where are Evensky & Katz / Foldes Financial Wealth Management's Headquarters?

    Evensky & Katz / Foldes Financial Wealth Management's Headquarters are in 4000 Ponce De Leon Boulevard Suite 850,Coral Gables,Florida,United States

  • What is Evensky & Katz / Foldes Financial Wealth Management's phone number?

    Evensky & Katz / Foldes Financial Wealth Management's phone number is +1 305-448-8882

  • What is Evensky & Katz / Foldes Financial Wealth Management's official website?

    Evensky & Katz / Foldes Financial Wealth Management's official website is https://www.ek-ff.com

  • What is Evensky & Katz / Foldes Financial Wealth Management's Revenue?

    Evensky & Katz / Foldes Financial Wealth Management's revenue is $1 - 10M

  • What is Evensky & Katz / Foldes Financial Wealth Management's NAICS code?

    Evensky & Katz / Foldes Financial Wealth Management's NAICS code is 523930

  • How many employees are working in Evensky & Katz / Foldes Financial Wealth Management

    Evensky & Katz / Foldes Financial Wealth Management has 39 employees

  • What is Evensky & Katz / Foldes Financial Wealth Management's Industry?

    Evensky & Katz / Foldes Financial Wealth Management is in the industry of Financial Services

  • Who is Evensky & Katz / Foldes Financial Wealth Management's Chief Investment Officer - Principal?

    Evensky & Katz / Foldes Financial Wealth Management's Chief Investment Officer - Principal is Lane Jones

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