Kareem
Hout

Evoke Advisors

CRD#7207031
Investment Advisor
in Los Angeles, CA

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About this Advisor

Kareem Hout is a chartered financial analyst working in Los Angeles, California who has 3 years of relevant experience. Hout is an employee of Evoke Advisors. Throughout their career, Hout has worked at Evoke Wealth, LLC, First Republic Bank, Kpmg and Rothstein Kass. Hout is approved to work in California, Colorado, Florida and Nevada. Evoke Advisors is a company that has its headquarters in Los Angeles, CA. The company has offices in two locations and a total of 46 financial advisors. It handles $10 billion in assets among its 8,511 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 12 charitable organizations. Of its 8,511 accounts, 88% belong to high-net-worth investors who have greater than $1 million in investable assets. Evoke Advisors has a number of services, such as 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. Fees for financial management usually vary depending on the type of financial services. Fee types charged by Evoke Advisors can be comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

3 years

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

$10,205,202,435

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

46

CA Average: 43
Total Number of Accounts

8,511

CA Average: 3,727
Average Account Size

$1,199,060

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

Kareem has been registered as a financial advisor for 3 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Jeffrey Dore
Los Angeles, CA
Jason Lefton
Los Angeles, CA
Monika Mugg
Los Angeles, CA
David Hou
Los Angeles, CA
Peter Chang
Los Angeles, CA
Mark Sear
Los Angeles, CA
Dillon Christensen
Los Angeles, CA
Kim Ip
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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