EVERGREEN CAPITAL MANAGEMENT, INC.
EVERGREEN CAPITAL MANAGEMENT, INC. of SANDY, UT is an SEC-registered investment adviser (CRD 129764). Regulatory assets under management: $9.0M.
Registration
- CRD: 129764
- SEC file number: 801-62732
- Type: Registered investment adviser
- Location: 7832 S. CARMEL POINTE LN., SANDY, UT, 84093
- Phone: 801-750-3359
- Latest filing: 2024-12-13
- Regulatory AUM: $9.0M
- Discretionary AUM: $9.0M
- Clients: 1
- Accounts: 19
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| ROBERTSON HEATHER A | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| KELLY RYAN F | ANALYST; CHIEF COMPLIANCE OFFICER | — |
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