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Building 2EVERGREEN WEALTH ADVISORY GROUP, LLC

Map pinSAN JOSE, CA
Phone408-715-7881
NotebookSEC #801-120888
Total AUM
$124.9M
Employees
5
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 METRO DR.
STE 650
SAN JOSE
CA 95110
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
408-715-7881

ReceiptFinancials

Total AUM
$124.9M
Accounts
438
Discretionary
$98.5M
Accounts
288
Non-Discretionary
$26.4M
Accounts
150

ContactClients

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Individual Clients
90
AUM
$22.2M
HNW Individual Clients
36
AUM
$102.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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