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EVERGREEN CAPITAL MANAGEMENT LLC
BELLEVUE, WA
425-467-4600
SEC #801-20248Total AUM
$7.2B
Employees
37Clients
1,157Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1412 112TH AVE NE
SUITE 100
BELLEVUE
WA 98004
United States
SUITE 100
BELLEVUE
WA 98004
United States
Operating Hours
8:00 A.M. TO 4:00P.M.
Monday - Friday
Monday - Friday
Phone
425-467-4600
Other Offices
5
Financials
Total AUM
$7.2B
Accounts
3,404Discretionary
$7.2B
Accounts
3,377Non-Discretionary
$17.7M
Accounts
27
Clients
Individual Clients
367AUM
$322.4M
HNW Individual Clients
754AUM
$6.2B
Pooled Vehicle Clients
8AUM
$234.8M
Pension/Profit Sharing Plan Clients
2AUM
$34.2M
Corporation or Business Clients
26AUM
$358.9M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
UNSOLICITED INVESTMENT ADVICE ON AN AD HOC BASIS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYMAMDMIMNMOMTNCNJNMNVNYOHOKORPASCTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.