The Evergreen Advantage Management, Inc.

The Evergreen Advantage Management, Inc. (CRD# 165547) is a financial advisory firm headquartered in Santa Monica, CA. They manage $102,100,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $102,100,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Evergreen Advantage Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Maurice Singer
CRD#: 3218018
1424 Fourth St., Suite 777, Santa Monica, CA 90401
93
Wealthminder
score

Maurice Singer (CRD# 3218018) is an Investment Advisor Representative working at The Evergreen Advantage Management, Inc. in Santa Monica, CA and has over 17 years of experience in the finance industry.

2
Steven R. Adler
CRD#: 6144088
1424 Fourth St., Suite 777, Santa Monica, CA 90401
90
Wealthminder
score

Steven Adler (CRD# 6144088) is an Investment Advisor Representative working at The Evergreen Advantage Management, Inc. in Santa Monica, CA and has over 4 years of experience in the finance industry.

3
Jesse Brunner
CRD#: 6144089
1424 Fourth St., Suite 777, Santa Monica, CA 90401
90
Wealthminder
score

Jesse Brunner (CRD# 6144089) is an Investment Advisor Representative working at The Evergreen Advantage Management, Inc. in Santa Monica, CA and has over 4 years of experience in the finance industry.

4
Daniel Zuckerman
CRD#: 6144086
1424 Fourth St., Suite 777, Santa Monica, CA 90401
90
Wealthminder
score

Daniel Zuckerman (CRD# 6144086) is an Investment Advisor Representative working at The Evergreen Advantage Management, Inc. in Santa Monica, CA and has over 4 years of experience in the finance industry.

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