Investment adviser · CRD 133383

EVERGREEN ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

GIG HARBOR, WA, United States · Form ADV filed Mar 31, 2015

Regulatory AUM
$222M
Form ADV · Item 5.F
Client accounts
477
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

3226 ROSEDALE ST NW STE 201
GIG HARBOR, WA, 98335-1806, United States

CRD 133383

Filing source

Form ADV 904455 · Mar 31, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.