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
http://www.evergreeninvestmentmanagement.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CO

Financial Advisors at Evergreen Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen Searle, financial advisor Highlands Ranch CO
Stephen R. Searle
CRD#: 728122
Highlands Ranch, CO

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, financial advisor Highlands Ranch CO
Terry E. Adelmann
CRD#: 858419
Highlands Ranch, CO

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.

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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