EVERGREEN CAPITAL MANAGEMENT LLC

1412 112th Ave Ne
Suite 100
Bellevue, Washington 98004
Tel: 425-467-4600

About EVERGREEN CAPITAL MANAGEMENT LLC

EVERGREEN CAPITAL MANAGEMENT LLC, formally registered with the SEC as EVERGREEN CAPITAL MANAGEMENT LLC. The firm was established in 12/01/1983. They have over 6 offices throughout the country.

EVERGREEN CAPITAL MANAGEMENT LLC is a Bellevue, Washington based Financial Planning firm with nearly $4,550,315,616 assets under management, offering retirement planning & investment advisory services to 2924 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104931
SEC#	801-20248
Assets Managed by Firm	$4,550,315,616
No. of Clients	2924
No. of Advisors	36

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (UNSOLICITED INVESTMENT ADVICE ON AN AD HOC BASIS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2924	$4,550,315,616
Individuals (other than high net worth individuals)	348	$177,960,383
High net worth individuals	686	$3,735,087,111
Pension and profit sharing plans	2	$26,429,605
Charitable organizations	1	$264,703
Corporations or other businesses	29	$460,560,735

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