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EVERGREEN CAPITAL ASSOCIATES LLC
EVERGREEN CAPITAL ASSOCIATES LLC
PLAINSBORO, New Jersey
·
9 registered advisors
·
CRD# 312909
SEC# 801-128686
0
609-936-8041
01
Firm Overview
AUM
$205M
Regulatory assets under management
Employees
34
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at EVERGREEN CAPITAL ASSOCIATES LLC
9 registered advisors
David Preston Cushing
PLAINSBORO, New Jersey
CRD# 2500636
Edward Kimming Chan
PLAINSBORO, New Jersey
CRD# 1864142
Jack C Yuen
PLAINSBORO, New Jersey
CRD# 4841391
Michael Yao Gan
PLAINSBORO, New Jersey
CRD# 2004885
Philip Lim Yang
PLAINSBORO, New Jersey
CRD# 6432064
Sandy Chan
PLAINSBORO, New Jersey
CRD# 7768748
Steven R Crane
PLAINSBORO, New Jersey
CRD# 6432073
Vamsee Krishna Yerramilli
PLAINSBORO, New Jersey
CRD# 6693090
Virginia M Loebel
PLAINSBORO, New Jersey
CRD# 6432082
05
Office Locations
PLAINSBORO, New Jersey
9 advisors
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Data sourced from SEC Form ADV filings. EVERGREEN CAPITAL ASSOCIATES LLC (CRD# 312909) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.