Overview
Assets Under Management: $465 million
Headquarters: CHATTANOOGA, TN
High-Net-Worth Clients: 107
Average Client Assets: $2 million
Frequently Asked Questions
EVERGREEN ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149861), EVERGREEN ADVISORS, LLC is subject to fiduciary duty under federal law.
EVERGREEN ADVISORS, LLC is headquartered in CHATTANOOGA, TN.
EVERGREEN ADVISORS, LLC serves 107 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, EVERGREEN ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
EVERGREEN ADVISORS, LLC manages $465 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, EVERGREEN ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.45
Average High-Net-Worth Client Assets: $2 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