Everglade Capital, LLC
Firm details
- Headquarters
- Frisco, Texas
- CRD number
- 341491
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Everglade Capital, LLC is a Texas-registered limited liability company that provides financial planning and portfolio management focused on individuals and small businesses. Ownership is listed as a combination of a domestic entity and an individual. The firm’s fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Everglade Capital is not identified as a capital allocator, and it does not market itself as an ESG investor, pension consultant, or related adviser to other firms.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Frisco, TX
Collin
Location
Frisco, TX
Headquartered in Frisco, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 6136 Frisco Square Blvd
- Time zone
- CT (UTC-6)
- Office locations
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