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Han Dong

Evoke Advisors

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About Han Dong

Han Dong is an Investment Advisor Representative registered with Evoke Advisors in California. Han is also a registered Investment Advisor in California, passing the Uniform Investment Adviser Law Examination in February 2023. Han has worked in the financial industry since May 2022. Prior to that, Han held positions at Pakira Inc, the University of California, Los Angeles and Bishop Strachan School. Han's specializations include Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Han Dong is currently registered with Evoke Advisors. Evoke Advisors is an investment advisor with offices in Los Angeles, CA. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, guilds and associations, and individuals other than high-net-worth. The firm manages over $27 billion in assets.
Evoke Advisors

10635 SANTA MONICA BLVD.

LOS ANGELES, CA 90025

$27.46B

Assets Under Management

1

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Administrtive service, financial planning, and sub-advisory fees

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Han Dong’s Registration & Firm History

CA

02/21/2023 - Present

Evoke Advisors (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 02/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Han Dong.
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