← Back to searchVisit website
EVERGREEN WEALTH
CRUMLY AND ASSOCIATES, INCORPORATED
CRD 168998 · SEC 801-81175
1200 CENTRE WEST DRIVE, SPRINGFIELD, IL, 62704, United States
Phone
(217) 321-3210
Fax
(217) 303-5422
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.18B
Discretionary AUM
$779.9M
Team
12 total employees; 6 advisory reps; 198 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 434 | $185.6M |
| High net worth individuals | 139 | $418.1M |
| Pension/profit sharing plans | 58 | $387.3M |
| Charitable organizations | 6 | $3.8M |
| Corporations/business entities | 42 | $184.8M |
States served
AZ, IL, IN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD