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Donald Gadd Gartlan

EVERGREEN ASSET MANAGEMENT, LLC·GIG HARBOR, Washington
Unclaimed Profile
3226 ROSEDALE ST NW STE 201, GIG HARBOR, WA 98335-1806CRD# 1701705Firm CRD# 133383
01

About

Donald Gadd Gartlan is a registered financial advisor based in GIG HARBOR, Washington, affiliated with EVERGREEN ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EVERGREEN ASSET MANAGEMENT, LLC
EVERGREEN ASSET MANAGEMENT, LLC
AUM
$222M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at EVERGREEN ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1701705
Firm CRD# 133383
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Gadd Gartlan offer?
Donald Gadd Gartlan specializes in Financial Planning, Investment Management. Contact their office in GIG HARBOR, Washington for a consultation.
What are Donald Gadd Gartlan's credentials?
Donald Gadd Gartlan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Gadd Gartlan located?
Donald Gadd Gartlan is based in GIG HARBOR, Washington, working with EVERGREEN ASSET MANAGEMENT, LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.
How does Donald Gadd Gartlan charge for services?
Donald Gadd Gartlan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERGREEN ASSET MANAGEMENT, LLC?
EVERGREEN ASSET MANAGEMENT, LLC has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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