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Home > Retirement Planners > virginia > alexandria > EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
1199 N. Fairfax St.
Suite 801
Alexandria, Virginia 22314
Tel: 703-544-2300
About EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC. The firm was established in 08/17/2020. They have over 1 offices throughout the country.
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC is a Alexandria, Virginia based Financial Planning firm with nearly $103,478,670 assets under management, offering retirement planning & investment advisory services to 98 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291127 |
| SEC# | 801-119228 |
| Assets Managed by Firm | $103,478,670 |
| No. of Clients | 98 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 98 | $103,478,670 |
| Individuals (other than high net worth individuals) | 12 | $2,845,729 |
| High net worth individuals | 51 | $66,784,270 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,937,288 |
| Corporations or other businesses | 5 | $1,990,043 |
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