Evergreen Capital Management LLC
Evergreen Capital Management LLC (CRD# 104931) is a financial advisory firm headquartered in Bellevue, WA. They manage $4,550,315,616 in 2,924 accounts and serve the financial needs of clients across 41 states (or territories).
-
Total Assets Under Management4,550MILLION
-
Total Number of Accounts2,924ACCOUNTS
-
Average Account Value$1,556,195
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Christopher Dankworth (CRD# 3041346) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 25 years of experience in the finance industry.
Ramonita De La Rosa (CRD# 4310484) is an Investment Advisor Representative working at Evergreen Capital Management LLC in San Francisco, CA and has over 8 years of experience in the finance industry.
Jeffrey Dicks (CRD# 4998034) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 11 years of experience in the finance industry.
Jeffrey Eulberg (CRD# 5749416) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry.
Thomas Eulberg (CRD# 6969272) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry.
Sean Figueroa (CRD# 2556909) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 29 years of experience in the finance industry.
Victoria Fisher (CRD# 1948168) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 30 years of experience in the finance industry.
David Hay (CRD# 868391) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 43 years of experience in the finance industry.
Heidi Jeromanovs (CRD# 5150488) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 16 years of experience in the finance industry.
Larry Morris (CRD# 340526) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Seattle, WA and has over 42 years of experience in the finance industry.