Evergreen Investment Management, LLC
Evergreen Investment Management, LLC (CRD# 289979) is a financial advisory firm headquartered in , . They manage $13,000,000 in 83 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Evergreen Investment Management, LLC
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts83ACCOUNTS
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Average Account Value$156,627
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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.
AZ, CO
Financial Advisors at Evergreen Investment Management, LLC
1
Stephen Searle (CRD# 728122) is an Investment Advisor Representative working at Evergreen Investment Management, LLC in Highlands Ranch, CO and has over 43 years of experience in the finance industry.
2
Terry Adelmann (CRD# 858419) is an Investment Advisor Representative working at Evergreen Investment Management, LLC in Highlands Ranch, CO and has over 44 years of experience in the finance industry.
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