Evergreen Wealth Advisory Group, LLC
Evergreen Wealth Advisory Group, LLC (CRD# 140253) is a financial advisory firm headquartered in San Jose, CA. They manage $60,720,233 in 349 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management61MILLION
Total Number of Accounts349ACCOUNTS
Average Account Value$173,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jennifer Yeh (CRD# 5823866) is an Investment Advisor Representative working at Evergreen Wealth Advisory Group, LLC in San Jose, CA and has over 6 years of experience in the finance industry.
Victor Cheng (CRD# 2810528) is an Investment Advisor Representative working at Evergreen Wealth Advisory Group, LLC in San Jose, CA and has over 20 years of experience in the finance industry. Victor Cheng has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.