EVERGREEN ADVISORS, LLC

1206 Pointe Centre Drive
Suite 160
Chattanooga, Tennessee 37421
Tel: 423-933-1814

About EVERGREEN ADVISORS, LLC

EVERGREEN ADVISORS, LLC, formally registered with the SEC as EVERGREEN ADVISORS, LLC. The firm was established in 05/01/2009. They have over 1 offices throughout the country.

EVERGREEN ADVISORS, LLC is a Chattanooga, Tennessee based Financial Planning firm with nearly $397,341,149 assets under management, offering retirement planning & investment advisory services to 1360 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149861
SEC#	801-70106
Assets Managed by Firm	$397,341,149
No. of Clients	1360
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF PLAN ASSETS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (GENERAL INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1360	$397,341,149
Individuals (other than high net worth individuals)	380	$148,541,496
High net worth individuals	90	$172,994,786
Pension and profit sharing plans	6	$75,761,826
Charitable organizations	Fewer than 5 clients	$43,041

More Retirement Planning firms in Chattanooga, Tennessee:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

Explore More Retirement Advisors in Chattanooga, Tennessee

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.