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Building 2EVERGREEN WEALTH

Map pinSPRINGFIELD, IL
Phone(217) 321-3210
NotebookSEC #801-81175
Total AUM
$1.2B
Employees
12
Clients
679

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
1200 CENTRE WEST DRIVE
SPRINGFIELD
IL 62704
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(217) 321-3210
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,691
Discretionary
$779.9M
Accounts
1,533
Non-Discretionary
$399.7M
Accounts
158

ContactClients

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Individual Clients
434
AUM
$185.6M
HNW Individual Clients
139
AUM
$418.1M
Pension/Profit Sharing Plan Clients
58
AUM
$387.3M
Charitable Organization Clients
6
AUM
$3.8M
Corporation or Business Clients
42
AUM
$184.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILMOTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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