Evensky & Katz / Foldes Wealth Management Revenue
Financial Services • 
Coral Gables, Florida, United States • 21-50 Employees
Evensky & Katz / Foldes Wealth Management revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $60,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Key Contacts at Evensky & Katz / Foldes Wealth Management
Scott Dececchis
Director Of Retirement Plan Services
Michelle Panzera
Marketing Director
Steve Foldes
Wealth Manager And Founder
Courtney Grusendorf
Director Of Client Services
Michael Scheinberg
Director Of Portfolio Management
Natalie Painter
Director Of Data Management
David Evensky
Owner
Jordan Strebeck
Director Of Business Development
David Evensky
Owner
Nyika Pyfrom
Director Of Business Ops
Company overview
| Headquarters | 4000 Ponce de Leon Blvd, Suite 850, Coral Gables, Florida 33146, US |
| Phone number | +18067478569 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Retirement Planning, Fiduciary Services, Financial Planning |
| Founded | 1985 |
| Employees | 21-50 |
| Socials |
Evensky & Katz / Foldes Wealth Management Email Formats
Evensky & Katz / Foldes Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@evensky.com), used 91.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@evensky.com | 91.2% |
{first initial} | j@evensky.com | 5.9% |
{first name}{last name} | johndoe@evensky.com | 2.9% |
About Evensky & Katz / Foldes Wealth Management
Evensky & Katz / Foldes Wealth Management is a nationally respected wealth management firm with over 35 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused educated financial advice.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Evensky & Katz / Foldes Wealth Management has 24 employees across 3 departments.
Departments
Number of employees
Funding Data
Evensky & Katz / Foldes Wealth Management has never raised funding before.
Evensky & Katz / Foldes Wealth Management Tech Stack
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