Evergreen Financial Group
Evergreen Financial Group (CRD# 312097) is a financial advisory firm headquartered in , . They manage $17,018,307 in 95 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Evergreen Financial Group
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts95ACCOUNTS
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Average Account Value$179,140
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT
Financial Advisors at Evergreen Financial Group
1
Timothy Bauer (CRD# 5558662) is an Investment Advisor Representative working at Evergreen Financial Group in Billings, MT and has over 12 years of experience in the finance industry.
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