Evan
Amini
Mcadam LLC
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About this Advisor
Evan Amini is a financial advisor who works out of Pewaukee, Wisconsin who has 1 year of industry experience. Amini works at Mcadam LLC. Over the course of their career, Amini has held roles at Mcadam LLC, Saz'S Catering Group, Boucher Auto Group, University Of Minnesota, Ironwood Golf Course, Cornerstone Parking Group, Asa Clark Middle School and Pewaukee High School. Amini maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Wisconsin. Mcadam LLC is a registered investment business operating out of Philadelphia, PA. It has offices in 59 locations and a total of 240 employees. It administers $1 billion in assets under management across its 7,779 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 7,779 client accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management depend on which service is provided. However, fee types charged by Mcadam LLC most likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcadam LLC Brokerage Details
$1,255,471,408
240
7,779
$161,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Evan Amini Work History
Evan has been registered as a financial advisor for 1 years.*
Mcadam LLC
Ironwood Golf Course
Cornerstone Parking Group
University Of Minnesota
Boucher Auto Group
Saz'S Catering Group
Pewaukee High School
Asa Clark Middle School
*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 Evan Amini 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 Mcadam LLC
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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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