Evnine Vaughan Associates, Inc. (San Francisco)

Evnine Vaughan Associates, Inc. is a large advisory firm based in San Francisco. It manages $213.72 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

Evnine Vaughan Associates provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Evnine Vaughan Associates: assets under management

The assets under management (AUM) of Evnine Vaughan Associates, Inc. is $213.72 million. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $134.06 million in discretionary accounts and $79.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.51 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $39.83 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Evnine Vaughan Associates, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Evnine Vaughan Associates, Inc.

Bryan Andrew Bowers has been acting as President since 1 Sep 2004. Jeremy Joseph Evnine joined the executive team most recently as the Chief Executive Office.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeremy Joseph Evnine	Chief executive office	1 Mar 1992	50% - 75%	4458062
Richard Vaughan	Cfo and secretary	1 Mar 1992	50% - 75%	2306019
Bryan Andrew Bowers	Director	1 Sep 2004	Other	1752988

Based in San Francisco

The principal office where Evnine Vaughan Associates, Inc. performs its advisory services is located at 456 Montgomery Street, San Francisco, CA 94104 1241, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.