Kareem
Hout

Evoke Advisors

CRD#7207031
Investment Advisor
in Los Angeles, CA

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About this Advisor

Kareem Hout is a financial advisor based in Los Angeles, California, working with Evoke Advisors. Kareem has previously held positions at Evoke Wealth, LLC, First Republic Bank, KPMG, and Rothstein Kass. Kareem is registered to provide services in California, Colorado, Florida, Nevada, New Jersey, New York, Ohio, and Texas. Currently, Kareem is part of Evoke Advisors, which operates out of Los Angeles, California. The firm has 1 office and 63 employees. The firm manages assets totaling $13.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Evoke Advisors includes asset-based, fixed, and other fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10635 Santa Monica Blvd. Suite 240
Los Angeles, CA 90025

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Evoke Advisors Brokerage Details

Total Assets Under Management

$13,362,939,383

CA Average: $7,578,581,321
Total Number of Employees

63

CA Average: 43
Total Number of Accounts

9,915

CA Average: 3,727
Average Account Size

$1,347,750

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kareem Hout Work History

2019 - Present (5 years)

Evoke Wealth, LLC

2016 - 2019 (3 years)

First Republic Bank

2014 - 2016 (2 years)

Kpmg

2014 - 2014 (< 1 year)

Rothstein Kass

Disclosures

Please visit the SEC profile of Kareem Hout to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Evoke Advisors

Kareem Hout
Los Angeles, CA
Kristen Mcculloch
Los Angeles, CA
Han Dong
Los Angeles, CA
Alexander Ray
Los Angeles, CA
Amanda Levy
Los Angeles, CA
Mark Sear
Los Angeles, CA
David Hou
Los Angeles, CA
Nicholas Andrian
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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