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Evanson Steven Edward (Monterey)


Evanson Steven Edward is a large advisory firm based in Monterey. It manages $626.83 million of regulatory assets for 1,117 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Evanson Steven Edward provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Evanson Steven Edward: assets under management

The assets under management (AUM) of Evanson Steven Edward is $626.83 million. The firm's AUM has grown by 747% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $626 million in discretionary accounts and $825 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $562.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $206.25 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Evanson Steven Edward for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Monterey

The principal office where Evanson Steven Edward performs its advisory services is located at 638 Archer St, Monterey, CA 93940, which is also the mailing address of the firm. An additional office of the firm is in Carmel, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 831-657-9055 or by fax 831-657-9058. The normal business hours are 8:00-1:00 pst on Monday - Friday. You can find more information about the New York firm at www.evansonasset.com.


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