EVENSKY & KATZ LLC Overview

Evensky & Katz Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 25 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/06 to 09/30/16. The fund's latest filing disclosed 502MM in positions, representing 32% of the manager's regulatory AUM.

EVENSKY & KATZ LLC StockAlpha

-0.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

EVENSKY & KATZ LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWV 24.07% ETF 4.38% 0.13% 8 1%
SCHB 21.12% ETF 4.28% 0.1% 3 3%
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EVENSKY & KATZ LLC Founders and Key Employees

Name Title In Position Since
Harold R. Evensky Management Committe Member, Chairman July-2014
Deena B. Katz Member, Co-Chair July-2014
Maria C. Bielow Chief Compliance Officer, Officer October-2004
Lane M. Jones Management Committee Member, Chief Investment Officer July-2014
David S. Evensky Management Committee Member July-2014
Matthew A. Mcgrath Management Committee Member, Managing Partner July-2014
Brett D. Horowitz Management Committee Member July-2014
David L. Garcia Management Committee Member July-2014
Steven M. Foldes Management Committee Member, Vice-Chairman July-2014
Taylor M. Gang Shareholder, Member July-2014

EVENSKY & KATZ LLC Brokers, Custodians, Auditors and Administrators

Type Company

EVENSKY & KATZ LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ................. 10

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EVENSKY & KATZ LLC Portfolio Concentration

EVENSKY & KATZ LLC Location

4000 PONCE DE LEON BOULEVARD
SUITE 850
CORAL GABLES, Florida
UNITED STATES, 33146

EVENSKY & KATZ LLC Contact Information

Phone Number: 305-448-8882
Fax Number: 305-448-1326
Website:

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