Evergreen Wealth Management
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 313909
- Website
- evergreenretirementplan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI89.32%
- Charitable Organizations10.12%
- Pension & Profit Sharing Plans0.4%
- Individuals0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Evergreen Wealth Management LLC is an independent, individual-owned advisory firm organized as a limited liability company. The firm serves both individual and family clients as well as institutional relationships and bills clients on a fixed-fee basis. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Evergreen’s filings indicate it does not position itself as a capital allocator and does not market itself as an ESG-focused investor.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities15%
- US Government Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 399 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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