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Building 2EVERGREEN ASSET MANAGEMENT, LLC

Map pinGIG HARBOR, WA
Phone253-853-5500
NotebookSEC #801-63734
Total AUM
$221.6M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3226 ROSEDALE ST NW STE 201
GIG HARBOR
WA 98335-1806
United States
Operating Hours
9:00 AM TO 3:00 PM
Monday - Friday
Phone
253-853-5500

ReceiptFinancials

Total AUM
$221.6M
Accounts
477
Discretionary
$217.5M
Accounts
475
Non-Discretionary
$4.2M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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