EVERGREEN CAPITAL ASSOCIATES LLC - Financial Advisor in New Jersey, Plainsboro

Tel: 609-936-8041 101 Morgan Lane Suite 180 Plainsboro, New Jersey 08536

About EVERGREEN CAPITAL ASSOCIATES LLC

EVERGREEN CAPITAL ASSOCIATES LLC is a Plainsboro, New Jersey based financial advisory firm with nearly $204,882,000 in assets under management and provides investment advisory services for 8 clients. There are currently 34 financial advisors at the firm.

General Information

Firm CRD#:

312909

Firm SEC#:

801-128686

Assets Under Management:

$204,882,000

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

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