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Home > Retirement Planners > tennessee > chattanooga > EVERGREEN ADVISORS, LLC
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 $320,706,812 assets under management, offering retirement planning & investment advisory services to 1314 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 149861 |
| SEC# | 801-70106 |
| Assets Managed by Firm | $320,706,812 |
| No. of Clients | 1314 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other(PERCENTAGE OF PLAN ASSETS)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1314 | $320,706,812 |
| Individuals (other than high net worth individuals) | 389 | $141,337,201 |
| High net worth individuals | 66 | $116,159,126 |
| Pension and profit sharing plans | 6 | $63,192,107 |
| Charitable organizations | Fewer than 5 clients | $18,378 |
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|---|---|---|---|
| $582,388,000,000 | 58634 | 4134 | |
| $18,829,944,477 | 44 | 39 | |
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