E
$12.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
3 yrs Firm Age
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- Custodian
- Equity Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-24-2023
- Office Locations
- 1
Office Locations
-- Dorset VT
About Evergreen RIA, LLC
Evergreen RIA, LLC is a Dorset-based RIA. The firm has been operating for 3 years. Managing $12.8M in total assets under management, with 1 advisory representatives. They custody assets with Equity Trust. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
58 AVG AGE
$12.8M AVG AUM / ADVISOR
$800.0K AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Summit timber Insight momentum
Investment Themes
North peak Value Zenith matrix
Investment Vehicles
Matrix
Services
Ridge Matrix legacy Legacy Ridge Pioneer
Owner & Executives
STEVEN ANDREW JENNINGS
Chief Compliance Officer, Managing Member, Registered Investment Advisor
- CRD
- #2472408
- Ownership
- 75% or more
(631) 940-2907
quantum.element@signalcapital.com
in linkedin.com/in/unison-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,800,000 | -- |
| Total | $12,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,800,000
Public Funds:
39.4% Cash:
13.9% Equity - Exchange:
46.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $330,231,111 | 39.4% |
| Cash | $116,502,854 | 13.9% |
| Equity - Exchange | $391,416,064 | 46.7% |
| Total | $838,150,029 | 100.0% |