CRD: 150006
Evergreen Investing, LLC
Castle Pines, CO
3038006350
$31.3M Total AUM
$31.3M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 07-31-2009
- Office Locations
- 1
Office Locations
-- Castle Pines CO
About Evergreen Investing, LLC
Evergreen Investing, LLC is a Castle Pines-based RIA. The firm has been operating for 16 years. Managing $31.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Trade-PMR. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$31.3M AVG AUM / ADVISOR
$977.5K AVG AUM / CLIENT
17 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Element meridian Prime Signal
Investment Themes
Value Meridian element Foundation
Investment Vehicles
Insight
Services
Quantum vector Peak Catalyst frontier Summit vertex Vital crest
Technology
Foundation unison
Owner & Executives
E
ERIC MICHAEL LYBARGER
Chief Compliance Officer, Life Insurance Agent, Owner
- CRD
- #4695738
- Ownership
- 75% or more
(907) 429-5638
timber.north@deltacapital.com
in linkedin.com/in/pathway-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,280,375 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,280,375 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,280,375
Public Funds:
23.3% Cash:
24.6% Equity - Exchange:
52.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,927,819,738 | 23.3% |
| Cash | $2,035,380,496 | 24.6% |
| Equity - Exchange | $4,310,704,223 | 52.1% |
| Total | $8,273,904,457 | 100.0% |