Evoke Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 330459
- Website
- evokefinancialservices.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.28%
- Individuals34.58%
- Corporations / Businesses1.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Evoke Financial Services, LLC is an independent registered investment adviser organized as an LLC that focuses on individuals and families. The firm provides financial planning and portfolio management for individual clients and small businesses. Its client-fee model includes a percentage-of-assets-under-management component alongside hourly and fixed-fee arrangements, which suggests flexibility for clients who need planning-only services or limited-scope engagements in addition to AUM-based portfolio management. The firm is not listed as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or 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
- Public Funds/Mutual Funds78%
- Exchange Traded Equities18%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Roy Hsu
FounderCRD 6930529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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