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EVERGREEN CAPITAL MANAGEMENT LLC
Tel: 425-467-4600
1412 112th Ave Ne Suite 100
Bellevue, Washington 98004
EVERGREEN CAPITAL MANAGEMENT LLC
EVERGREEN CAPITAL MANAGEMENT LLC is a Bellevue, Washington based financial advisory firm with nearly $4,550,315,616 in assets under management and provides investment advisory services for 2924 clients. There are currently 36 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (UNSOLICITED INVESTMENT ADVICE ON AN AD HOC BASIS)
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based, Other (NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVIC
Firm CRD#:
104931
SEC#:
801-20248
No. of Clients:
2924
Assets under Management
$4,550,315,616
No. of Advisors:
36
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