Evoke Financial Services, LLC

Overview

Evoke Financial Services, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families with financial planning and portfolio management geared toward individuals and small businesses. Its billing model mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Evoke does not identify as an active ESG investor and does not position itself as a multi-state or pension consultant adviser. It also reports not acting as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives