EVER GREEN WEALTH MANAGEMENT, LLC

VICTOR, New York·1 registered advisor·CRD# 297459
SEC# 801-1176940585-742-0271
01

Firm Overview

AUM
$58M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at EVER GREEN WEALTH MANAGEMENT, LLC

1 registered advisor
David Gary Green
VICTOR, New York
05

Office Locations

VICTOR, New York
1 advisor

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Data sourced from SEC Form ADV filings. EVER GREEN WEALTH MANAGEMENT, LLC (CRD# 297459) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.