Network·Family Office
📍 CORAL GABLES, FL
SEC CRD #801-60104
Our wealth management firm has been in business for over 35 years. We specialize in financial planning and goals-based investment management. An independent Registered Investment Advisory firm founded in Coral Gables over 40 years ago, serving clients nationwide. Evensky & Katz / Foldes Wealth ... EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT is a CORAL GABLES, FL-based registered investment adviser managing $3.21B in assets with 44 employees (CRD #109698).
REBECCA A JUDD
CHIEF COMPLIANCE OFFICER
📞 (305) 448-8882
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AUM
$3.2B
Check Size
$20M–$20M
Location
CORAL GABLES, FL
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