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EVERGREEN ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#149861
SEC#801-70106
Assets Managed by Firm$397,341,149
No. of Clients1360
No. of Advisors6

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 ClientsAUM
Firm Total1360$397,341,149
Individuals (other than high net worth individuals)380$148,541,496
High net worth individuals90$172,994,786
Pension and profit sharing plans6$75,761,826
Charitable organizationsFewer than 5 clients$43,041

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ARCLINE INVESTMENT MANAGEMENT LP
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FIRST HORIZON ADVISORS, INC
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GERBER/TAYLOR MANAGEMENT LLC
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