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EVERGREEN CAPITAL MANAGEMENT, INC.
CRD 129764 · SEC 801-62732
7832 S. CARMEL POINTE LN., SANDY, UT, 84093, United States
Phone
801-750-3359
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.0M
Discretionary AUM
$9.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2024-12-13
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.0M |
| High net worth individuals | 11 | $8.0M |
Official SEC filing: View on IAPD