EVERGREEN INVESTMENT MANAGEMENT, LLC

EVERGREEN INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 289979). Regulatory assets under management: $13.0M.

Registration

• CRD: 289979
• Type: Registered investment adviser
• Phone: 480-510-7575
• Latest filing: 2026-02-18
• Regulatory AUM: $13.0M
• Discretionary AUM: $13.0M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289979 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search