EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
Firm details
- Headquarters
- REDWOOD CITY, California
- CRD number
- 110263
- Registered since
- December 9, 1992
- Website
- eyhadvisers.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI49.78%
- Individuals36.05%
- Pension & Profit Sharing Plans9.69%
- Charitable Organizations4.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Evart, Young & Hobbs Investment Management is an independent registered investment adviser organized as a corporation and registered with the SEC since 1992. The firm is owned by individuals and serves both individual/family clients and institutional accounts. Its client-facing offerings combine portfolio management for individuals and small businesses with financial planning and pension consulting services. Compensation is charged primarily as a percentage of assets under management, with fixed-fee arrangements used on some engagements. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents8%
- Exchange Traded Equities7%
Contacts
2 of 2Carlos Perez
Financial AdvisorCRD 4784058
DEREK HOBBS
Portfolio ManagerCRD 1619759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$106M in ETFs
84%
$88.4M
12%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $19.7M | 195,748 | 18.64% |
Location
REDWOOD CITY, CA
SAN MATEO
Location
REDWOOD CITY, CA
Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 3 Lagoon Dr
- Time zone
- PT (UTC-8)
- Office locations
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