The Evergreen Advantage Management, Inc.

The Evergreen Advantage Management, Inc. (CRD# 165547) is a financial advisory firm headquartered in Santa Monica, CA. They manage $245,500,000 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
    246
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $245,500,000
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
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
Steven R. Adler
CRD#: 6144088
1424 Fourth St., Suite 777, Santa Monica, CA 90401

Steven Adler (CRD# 6144088) is an Investment Advisor Representative working at The Evergreen Advantage Management, Inc. in Santa Monica, CA and has over 11 years of experience in the finance industry.

2
Jesse (. Brunner
CRD#: 6144089
1424 Fourth St., Suite 777, Santa Monica, CA 90401

Jesse Brunner (CRD# 6144089) is an Investment Advisor Representative working at The Evergreen Advantage Management, Inc. in Santa Monica, CA and has over 11 years of experience in the finance industry.

3
Maurice A. Singer
CRD#: 3218018
1424 Fourth St., Suite 777, Santa Monica, CA 90401

Maurice Singer (CRD# 3218018) is an Investment Advisor Representative working at The Evergreen Advantage Management, Inc. in Santa Monica, CA and has over 23 years of experience in the finance industry.

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

Daniel Zuckerman (CRD# 6144086) is an Investment Advisor Representative working at The Evergreen Advantage Management, Inc. in Santa Monica, CA and has over 11 years of experience in the finance industry.

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