EVERGREEN LEGACY MANAGEMENT
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 312090
- Website
- evergreenlegacyplanning.com
Firm profile
FINTRXOverview
Evergreen Legacy Management is organized as a limited liability company with domestic ownership. The firm's public record does not list a registration year with the SEC, and it is not marked as a multi-state adviser. Evergreen is not identified as an active ESG investor and is not classified as a capital allocator, pension consultant, or related adviser in the available data. The firm functions in a sponsor and general partner capacity and serves as a managing member for pooled investment vehicles, indicating it takes on active roles in structuring and operating private funds rather than serving primarily as a retail advisory practice.
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
Contacts
2 of 2LAWRIN VANKEUREN
Co-Managing MemberCRD 2435150
GREGORY GUIDO
Co-FounderCRD 2777572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1801 Wewatta St
- Time zone
- MT (UTC-7)
- Office locations
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