Evolve Securities, Inc. is a pension cosultant based in Austin. It manages $6.4 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, Arkansas, California, and 15 other states.
Evolve Securities provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Evolve Securities, Inc. is $6.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2459% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Evolve Securities, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Clifford Hurwitz has been acting as President since 1 Apr 2008. William Scott Stafford joined the executive team most recently as the President.
The principal office where Evolve Securities, Inc. performs its advisory services is located at 5300 Bee Caves Road, Austin, TX 78746, which is also the mailing address of the firm. An additional office of the firm is in Memphis, TN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-351-4370 or by fax 866-387-6964. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.