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Building 2EVERGREEN WEALTH PARTNERS LLC

Map pinKALISPELL, MT
Phone406-862-4400
NotebookSEC #801-132887
Total AUM
$405.2M
Employees
9
Clients
718

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
104 WESTVIEW PARK PLACE
SUITE 100
KALISPELL
MT 59901
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
406-862-4400
Other Offices
1

ReceiptFinancials

Total AUM
$405.2M
Accounts
1,792
Discretionary
$400.8M
Accounts
1,775
Non-Discretionary
$4.5M
Accounts
17

ContactClients

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Individual Clients
589
AUM
$172.7M
HNW Individual Clients
119
AUM
$224.9M
Charitable Organization Clients
5
AUM
$2.2M
Corporation or Business Clients
5
AUM
$5.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDMNMTNHORTXWA

HandshakeAffiliates

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

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