EVANSON ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 135188). Regulatory assets under management: $5.9B.
Compensation: Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| David Bell Sherwood | ALTERNATE DESIGNATED OFFICER | — |
| Kimberly Lynn Adams | CHIEF COMPLIANCE OFFICER | — |
| Steven Edward Evanson | MANAGING MEMBER | — |
| KELLY BARBARA JEAN | CHIEF COMPLIANCE OFFICER | — |
| EVANSON STEVEN EDWARD | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| ADAMS VICTORIA LYNN | CHIEF COMPLIANCE OFFICER | — |
| SHERWOOD DAVID BELL | ALTERNATE DESIGNATED OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MONTEREY | CA | 1 | 831-333-2060 |
| — | — | 1 | 703-748-1605 |
| — | — | 1 | 831-333-2060 |
| MONTEREY | CA | 1 | 831-333-2060 |
| — | — | 1 | 703-748-1605 |
| — | — | 1 | 831-333-2060 |