EVLA HILLS EQUITY SERVICES LLC

RIASEC Registered
Total AUM
$51.6M
Discretionary
$51.6M
100% of AUM
Avg account
$833K
Accounts
62
Employees
1
Advisory reps
1

Firm details

Headquarters
SARATOGA, California
CRD number
142446
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles42.27%
  • HNWI25.26%
  • Individuals24.28%
  • Corporations / Businesses6.13%
  • Pension & Profit Sharing Plans2.06%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Evla Hills Equity Services LLC is an independent registered investment adviser that manages concentrated equity-oriented portfolios for individuals, families and institutional clients. The firm charges asset-based fees and can collect performance-based fees, and its advisory mandate spans financial planning plus portfolio management for individuals, pooled investment vehicles and businesses or institutions. Investment activity tilts toward equities — the firm lists a clear preference for exchange-traded securities — and it operates at least one private pooled vehicle (a hedge fund), which suggests capability to run or sponsor alternative strategies alongside its discretionary account business. Evla Hills does not self-identify as an active ESG investor and its operations are not described as multi-state or as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, US Government Bonds 30%, Public Funds/Mutual Funds 3%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%65%
  • Exchange Traded Equities65%
  • US Government Bonds30%
  • Public Funds/Mutual Funds3%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • DONG ZHANG

    President and Chief Investment OfficerCRD 2413449

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SARATOGA, CA

SANTA CLARA

Location

SARATOGA, CA

Headquartered in SARATOGA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
14005 Oak Hollow Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth