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EVERGREEN WEALTH ADVISORS
EVERGREEN WEALTH ADVISORS, LLC
CRD 155966
813 MAIN AVE, SUITE 203, DURANGO, CO, 81301, United States
Phone
970-403-3783
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$46.2M
Discretionary AUM
$46.2M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2024-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $18.8M |
| High net worth individuals | 17 | $26.5M |
| Pension/profit sharing plans | 3 | $950K |
All web addresses on file
Official SEC filing: View on IAPD