LEO H. EVART, INC.
Legal name: EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
CRD #110263 SEC #801-42861 REDWOOD CITY, CA (650) 802-0342
SEC Registered
Total AUM
$238.9M
Discretionary
$238.9M
Employees
3
Clients
51
Accounts
705
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (4)
CA ID TX WA
Address
3 LAGOON DRIVESUITE 155
REDWOOD CITY, CA 94065
United States
Phone: (650) 802-0342