Evan
Amini

Mcadam LLC

CRD#7613075
Investment Advisor
in Pewaukee, WI

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About this Advisor

Evan Amini is a financial advisor based in Pewaukee, Wisconsin, working with Mcadam LLC. Evan has previously held positions 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. Evan has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Evan is part of Mcadam LLC, which operates out of Pewaukee, Wisconsin. The firm has 68 offices and 180 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mcadam LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Pewaukee, WI

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Mcadam LLC Brokerage Details

Total Assets Under Management

$1,739,052,473

WI Average: $15,833,994,310
Total Number of Employees

180

WI Average: 41
Total Number of Accounts

8,964

WI Average: 3,342
Average Account Size

$194,004

WI Average: $4,737,880

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

2022 - Present (2 years)

Mcadam LLC

2019 - 2019 (< 1 year)

Ironwood Golf Course

2019 - 2022 (3 years)

Cornerstone Parking Group

2018 - 2022 (4 years)

University Of Minnesota

2017 - 2018 (1 year)

Boucher Auto Group

2016 - 2017 (1 year)

Saz'S Catering Group

2014 - 2018 (4 years)

Pewaukee High School

2012 - 2014 (2 years)

Asa Clark Middle School

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

Spencer Harrison
Philadelphia, PA
Dante Wright
Philadelphia, PA
Michael Morrissey
Philadelphia, PA
Ryan Schmitt
Philadelphia, PA
Ian Helmus
Philadelphia, PA
Mark Yamane
Philadelphia, PA
Anthony Rush
Vienna, VA
Christopher Degiacomo
Philadelphia, PA

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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