CRD: 289979
Evergreen Investment Management, LLC
$13.0M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-30-2017
- Office Locations
- 1
Office Locations
-- Highlands Ranch CO
About Evergreen Investment Management, LLC
Evergreen Investment Management, LLC is a fee-only RIA in Highlands Ranch, CO providing discretionary investment and portfolio management with both strategic (long-term) and tactical (short-term) planning. Portfolios are primarily ETF-based, complemented by select private funds and investment-grade corporates, and custody includes Charles Schwab.
Team overview
71 AVG AGE
$13.0M AVG AUM / ADVISOR
$371.4K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Available
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Custodian
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
STEPHEN RICHARD SEARLE
Chief Compliance Officer, Founder
- CRD
- #728122
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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