Evanson Financial, LLC Dba Evanson Asset Management

Overview

Evanson Financial, LLC, doing business as Evanson Asset Management, is an independent SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and also serves institutional clients. Its client billing is primarily hourly and fixed-fee arrangements. Public filings indicate the firm does not position itself as an active ESG investor and does not operate as a capital allocator.

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