EVERGREEN CAPITAL MANAGEMENT LLC - Financial Advisor in Washington, Bellevue

Tel: 425-467-4600 1412 112th Ave Ne Suite 100 Bellevue, Washington 98004

About EVERGREEN CAPITAL MANAGEMENT LLC

EVERGREEN CAPITAL MANAGEMENT LLC is a Bellevue, Washington based financial advisory firm with nearly $4,550,315,616 in assets under management and provides investment advisory services for 2924 clients. There are currently 36 financial advisors at the firm.

General Information

Firm CRD#:

104931

Firm SEC#:

801-20248

Assets Under Management:

$4,550,315,616

No. of Clients:

2924

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (UNSOLICITED INVESTMENT ADVICE ON AN AD HOC BASIS)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based, Other (NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE)

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