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EVERGREEN ASSET MANAGEMENT, LLC
EVERGREEN ASSET MANAGEMENT, LLC
GIG HARBOR, Washington
·
3 registered advisors
·
CRD# 133383
SEC# 801-63734
253-853-5500
01
Firm Overview
AUM
$222M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at EVERGREEN ASSET MANAGEMENT, LLC
3 registered advisors
Donald Gadd Gartlan
GIG HARBOR, Washington
CRD# 1701705
John Gardner Voigt
GIG HARBOR, Washington
CRD# 455400
Michelle Rene Ransom
GIG HARBOR, Washington
CRD# 4895040
05
Office Locations
GIG HARBOR, Washington
3 advisors
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Data sourced from SEC Form ADV filings. EVERGREEN ASSET MANAGEMENT, LLC (CRD# 133383) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.