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Leo H. Evart, Inc.

● SEC registered since 1992CRD 110263SEC# 801-42861Redwood City, CA
Export (members)
Reg. AUM
$238.9M
Employees
3
Accounts
705
Location
Redwood City, CA

Leo H. Evart, Inc. assets under management

Leo H. Evart, Inc. is a registered investment adviser overseen by the SEC based in Redwood City, CA. The firm has been registered since 1992. It reports $238.9 million in regulatory assets under management and employs 3 people.
www.eyhadvisers.comView on SEC.gov ↗

Leo H. Evart, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Derek Michael HobbsPresident/Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Leo H. Evart, Inc. manage?

Leo H. Evart, Inc. reports $238.9 million in regulatory assets under management on its Form ADV.

How many employees does Leo H. Evart, Inc. have?

Leo H. Evart, Inc. reports 3 employees.

Where is Leo H. Evart, Inc. located?

Leo H. Evart, Inc. is based in Redwood City, CA and has been SEC-registered since 1992.

Does Leo H. Evart, Inc. disclose fund performance?

Leo H. Evart, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3 Lagoon Drive, Suite 155, Redwood City, CA 94065
Phone(650) 802-0342
Fax(650) 887-2976
Office hours8:30 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1920405
Discloses disciplinary historyNo

Assets under management

Discretionary$238.9M
Non-discretionary$0
Total (RAUM)$238.9M