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EVERGREEN CAPITAL ASSOCIATES LLC
101 Morgan Lane
Suite 180
Plainsboro, New Jersey 08536
Tel: 609-936-8041
About EVERGREEN CAPITAL ASSOCIATES LLC
EVERGREEN CAPITAL ASSOCIATES LLC, formally registered with the SEC as EVERGREEN CAPITAL ASSOCIATES LLC. The firm was established in 09/05/2023. They have over 1 offices throughout the country.
EVERGREEN CAPITAL ASSOCIATES LLC is a Plainsboro, New Jersey based Financial Planning firm with nearly $204,882,000 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 34 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312909 |
| SEC# | 801-128686 |
| Assets Managed by Firm | $204,882,000 |
| No. of Clients | 8 |
| No. of Advisors | 34 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $204,882,000 |
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