Ever Green Wealth Management, LLC
Ever Green Wealth Management, LLC (CRD# 297459) is a financial advisory firm headquartered in Victor, NY. They manage $57,674,674 in 548 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Ever Green Wealth Management, LLC
By the Numbers
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Total Assets Under Management58MILLION
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Total Number of Accounts548ACCOUNTS
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Average Account Value$105,246
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Ever Green Wealth Management, LLC
1
David Green (CRD# 4899414) is an Investment Advisor Representative working at Ever Green Wealth Management, LLC in Victor, NY and has over 19 years of experience in the finance industry.
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