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 06/30/21. The fund's latest filing disclosed 981MM in positions, representing 63% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/06 to 06/30/21. The fund's latest filing disclosed 981MM in positions, representing 63% of the manager's regulatory AUM.
EVENSKY & KATZ LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EVENSKY & KATZ LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHB | 22.86% | ETF | 4.94% | -0.18% | 4 | 0% | ||
| IWV | 12.37% | ETF | 4.91% | -0.11% | 5 | 0% | ||
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FEATURED IN
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
Methods of Analysis ................................................................................................. 10
Investment Strategies .............................................................................................. 11
Risk of Loss ............................................................................................................. 11
Item 9 - ...
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Methods of Analysis ................................................................................................. 10
Investment Strategies .............................................................................................. 11
Risk of Loss ............................................................................................................. 11
Item 9 - ...
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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
SUITE 850
CORAL GABLES, Florida
UNITED STATES, 33146
EVENSKY & KATZ LLC Contact Information
Phone Number: 305-448-8882
Fax Number: 305-448-1326
Website: null
Fax Number: 305-448-1326
Website: null
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