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EVERGREEN ADVISORS, LLC
CHATTANOOGA, TN
423-933-1814
SEC #801-70106Total AUM
$522.8M
Employees
6Clients
495Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1206 POINTE CENTRE DRIVE
SUITE 160
CHATTANOOGA
TN 37421
United States
SUITE 160
CHATTANOOGA
TN 37421
United States
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
423-933-1814
Financials
Total AUM
$522.8M
Accounts
1,440Discretionary
$456.3M
Accounts
1,434Non-Discretionary
$66.5M
Accounts
6
Clients
Individual Clients
357AUM
$148.1M
HNW Individual Clients
130AUM
$275.6M
Pension/Profit Sharing Plan Clients
7AUM
$97.8M
Corporation or Business Clients
1AUM
$1.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF PLAN ASSETS
Compliance
Disclosures
None reported
State Registrations
ALFLGALANCSCTNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.