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).

Current Firm Details
1412 112th Ave Ne, Suite 100, Bellevue, WA 98004
https://twitter.com/evergreengk
By the Numbers
  • Total Assets Under Management
    4,550
    MILLION
  • Total Number of Accounts
    2,924
    ACCOUNTS
  • Average Account Value
    $1,556,195
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Evergreen Capital Management LLC
Showing 21 - 21 of 21 top financial advisors.
21
Kaeli Kaainoa, financial advisor Bellevue WA
Kaeli Kaainoa
CRD#: 7473444
1412 112th Ave Ne, Suite 100, Bellevue, WA 98004

Kaeli Kaainoa (CRD# 7473444) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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