Evergreen Capital Management Inc.
Evergreen Capital Management Inc. (CRD# 155358) is a financial advisory firm headquartered in Portland, OR. They manage $20,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Evergreen Capital Management Inc.
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts75ACCOUNTS
-
Average Account Value$266,667
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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.
OR
Financial Advisors at Evergreen Capital Management Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.