Investment adviser · CRD 129764

EVERGREEN CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

SALT LAKE CITY, UT, United States · Form ADV filed Jul 7, 2016

Regulatory AUM
$23.5M
Form ADV · Item 5.F
Client accounts
36
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
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: Jul 7, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

5505 SOUTH 900 EAST, SUITE 105, SPORTS MALL CORPORATE PLAZA I
SALT LAKE CITY, UT, 84117, United States

CRD 129764

Filing source

Form ADV 1025233 · Jul 7, 2016 · 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.