EVLA HILLS EQUITY SERVICES LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- US Government Bonds30%
- Public Funds/Mutual Funds3%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1DONG ZHANG
President and Chief Investment OfficerCRD 2413449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
ARIA WEALTH MANAGEMENT
RIASARATOGA, CA
VIENNA ASSET MANAGEMENT LLC
RIASARATOGA, CA
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
RIASARATOGA, CA
AGATA INVESTMENTS LLC
RIASARATOGA, CA
DBA GENERATIONAL WEALTH STRATEGIES
RIAIRVINE, CA
CONVEY WEALTH LLC
RIABURBANK, CA