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).
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Total Assets Under Management4,550MILLION
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Total Number of Accounts2,924ACCOUNTS
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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
Mark Nicoletti (CRD# 2968225) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 17 years of experience in the finance industry.
Jeffrey Otis (CRD# 5423202) 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.
Olesya Sinitsa (CRD# 5749440) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry.
Quinn Sterling (CRD# 6511225) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 8 years of experience in the finance industry.
Kaitlenn Vercio (CRD# 5954260) 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.
Michelle Watson (CRD# 1810398) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 34 years of experience in the finance industry.
Michael Wiesmann (CRD# 1063641) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 41 years of experience in the finance industry.
William Hay (CRD# 6516392) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry.
Gherman Howell (CRD# 7737074) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry.
Tygue Howland (CRD# 7223667) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 4 years of experience in the finance industry.