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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