Evolutionary Tree Capital Management, LLC
Evolutionary Tree Capital Management, LLC (CRD# 291127) is a financial advisory firm headquartered in Alexandria, VA. They manage $103,478,670 in 98 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management103MILLION
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Total Number of Accounts98ACCOUNTS
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Average Account Value$1,055,905
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MA, MD, NJ, NY, TN, VA
Financial Advisors at Evolutionary Tree Capital Management, LLC
1
Thomas Ricketts (CRD# 4553716) is an Investment Advisor Representative working at Evolutionary Tree Capital Management, LLC in Alexandria, VA and has 1 year of experience in the finance industry.
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