Overview
Assets Under Management: $465 million
Headquarters: CHATTANOOGA, TN
High-Net-Worth Clients: 3
Average Client Assets: $52 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.69
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 1,408
Discretionary Accounts: 1,402
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 149861
Filing ID: 1973971
Last Filing Date: 2025-03-31 15:43:00
Website: https://evergreenadvisors.com