EVERGREEN CAPITAL MANAGEMENT
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 337980
Firm profile
FINTRXOverview
Evergreen Capital Management operates as a limited liability company and engages in various financial activities, including the sale of other financial products. The firm does not classify itself as a capital allocator and is not involved in pension consulting. Evergreen Capital Management is not an active ESG investor and does not operate as a multi-state adviser. The firm is relatively new in the advisory space and does not have a significant client base.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Bradley Johnson
Managing Partner and Chief Investment OfficerCRD 7332737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 23 Corporate Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
ORISHA CAPITAL, LLC
Exempt Reporting AdvisorNEWPORT BEACH, CA
TERRA WAY CAPITAL, INC.
Exempt Reporting AdvisorNEWPORT BEACH, CA
SOLIS CAPITAL PARTNERS II, LLC
Exempt Reporting AdvisorNEWPORT BEACH, CA
OCVC, LLC
Exempt Reporting AdvisorNEWPORT BEACH, CA
MAUNA KEA CAPITAL LLC
Exempt Reporting AdvisorNEWPORT BEACH, CA
LONG ECOMMERCE VENTURES, LLC
Exempt Reporting AdvisorNEWPORT BEACH, CA