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Home > Retirement Planners > colorado > greenwood village > EVERGREEN PRIVATE WEALTH
EVERGREEN PRIVATE WEALTH
7400 E Orchard Rd
Ste 2500n
Greenwood Village, Colorado 80111
Tel: 720-617-2885
About EVERGREEN PRIVATE WEALTH
EVERGREEN PRIVATE WEALTH, formally registered with the SEC as EVERGREEN PRIVATE WEALTH. The firm was established in 02/17/2023. They have over 2 offices throughout the country.
EVERGREEN PRIVATE WEALTH is a Greenwood Village, Colorado based Financial Planning firm with nearly $195,129,187 assets under management, offering retirement planning & investment advisory services to 514 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324777 |
| SEC# | 801-127283 |
| Assets Managed by Firm | $195,129,187 |
| No. of Clients | 514 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 514 | $195,129,187 |
| Individuals (other than high net worth individuals) | 90 | $50,013,016 |
| High net worth individuals | 62 | $140,818,634 |
| Charitable organizations | 3 | $4,247,712 |
| Corporations or other businesses | 1 | $49,825 |
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