EVERGREEN LEGACY MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
312090

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • LAWRIN VANKEUREN

    Co-Managing MemberCRD 2435150

  • GREGORY GUIDO

    Co-FounderCRD 2777572

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth