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EVERGREEN CAPITAL ASSOCIATES LLC

Tel: 609-936-8041
101 Morgan Lane
Suite 180
Plainsboro, New Jersey  08536

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EVERGREEN CAPITAL ASSOCIATES LLC

EVERGREEN CAPITAL ASSOCIATES LLC is a Plainsboro, New Jersey based financial advisory firm with nearly $204,882,000 in assets under management and provides investment advisory services for 8 clients. There are currently 34 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

312909

SEC#:

801-128686

No. of Clients:

8

Assets under Management

$204,882,000

No. of Advisors:

34

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