EVERGREEN ADVISORS, LLC

HTTP://WWW.EVERGREENADVISORS.COM CHATTANOOGA, TN Investment Advisor How do I update this listing?

Evergreen Advisors is based out of Chattanooga. Evergreen Advisors is a large advisory firm with 340 clients and discretionary assets under management (AUM) of $188,695,609 (Form ADV from 2018-03-28). Their last reported 13F filing for Q4 2018 included $100,793,000 in managed 13F securities and a top 10 holdings concentration of 98.74%. Evergreen Advisors's largest holding is Schwab U.S. Broad Market ETF with shares held of 1,036,647. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

EVERGREEN ADVISORS, LLC
1206 POINTE CENTRE DRIVE SUITE 160
CHATTANOOGA TN    37421
Country: United States

Business Phone: 423-933-1814
Fax: 423-208-9024
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TN
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,PERCENTAGE OF ASSETS MONITORED; PERCENTAGE OF PLAN ASSETS
Amount of client funds and securities: 18,096,200
Total Number of Clients: 340
Amount of client funds and securities by related persons: 18,096,200
Total Number of clients from related persons: 38
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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