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

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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