Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 7, 2017
    • $59.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3
      Accounts
    • $19.7M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Brian Evans, CPA, PFS
March 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Advisory Fusion, LLC IAR $0
    Bauer Evans, Inc. P.S. -- --
    Madrona Financial Services, LLC IAR $126,922,691

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Brian Kelly Evans Managing Member September, 2010 75% or more
      Robert Watson Bauer Member September, 2010 10% to 25%
      Kristi Rae Henderson Chief Compliance Officer November, 2010 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets