EVERGREEN CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- SANDY, Utah
- CRD number
- 129764
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.89%
- Individuals11.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Evergreen Capital Management, Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes both individual investors and families, emphasizing personalized investment strategies. Evergreen Capital Management does not classify itself as a capital allocator and does not engage in ESG investing. The firm operates under a fee structure based on a percentage of assets under management, aligning its interests with those of its clients.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Owners & executives
1 of 1JOHN ROBERTSON
President, Chief Compliance OfficerCRD 4744120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANDY, UT
SALT LAKE
Location
SANDY, UT
Headquartered in SANDY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 7832 S Carmel Pointe Ln
- Time zone
- MT (UTC-7)
- Office locations
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