E
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
0 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-28-2026
- Office Locations
- 1
Office Locations
-- Clyde Hill WA
About Evergreen Investment Management LLC
Evergreen Investment Management LLC is a Clyde Hill-based RIA. The firm has been operating for 0 years. Managing $1.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$357.1K AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
Y
Yi Sun
Owner
- CRD
- #7828189
- 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 | $1,428,395 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,428,395 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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