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Building 2EVERGREEN WEALTH ADVISORY GROUP, LLC

Map pinSAN JOSE, CA
Phone408-715-7881
NotebookSEC #801-66606
Total AUM
$36.9M
Employees
3
Clients
0

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
$36.9M
Accounts
269
Discretionary
$28M
Accounts
108
Non-Discretionary
$8.9M
Accounts
161

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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