EVERGREEN CAPITAL MANAGEMENT, INC. of SANDY, UT is an SEC-registered investment adviser (CRD 129764). Regulatory assets under management: $9.0M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| ROBERTSON HEATHER A | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| KELLY RYAN F | ANALYST; CHIEF COMPLIANCE OFFICER | — |