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EVERGREEN CAPITAL MANAGEMENT INC
CRD 104670 · SEC 801-35757
909 NORTH 96TH STREET, SUITE101, OMAHA, NE, 68114-2508, United States
Phone
402-392-1220
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.2M
Discretionary AUM
$17.5M
Team
1 total employees; 1 advisory reps; 76 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $11.7M |
| Charitable organizations | 1 | $5.8M |
| Corporations/business entities | 3 | $12.7M |
All web addresses on file
Official SEC filing: View on IAPD