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FIRM PROFILE
Overview
EVERGREEN ADVISORS CAPITAL, LLC is located at 10440 Little Patuxent Parkway 12th Floor, Columbia, MD 21044 and was first established at Philadelphia, Maryland in 06/18/2012. After operating for 13 years, EVERGREEN ADVISORS CAPITAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of EVERGREEN ADVISORS CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. EVERGREEN ADVISORS CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at EVERGREEN ADVISORS CAPITAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access EVERGREEN ADVISORS CAPITAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at EVERGREEN ADVISORS CAPITAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for EVERGREEN ADVISORS CAPITAL, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
10440 Little Patuxent Parkway 12th Floor, Columbia, MD 21044
10440 Little Patuxent Parkway, Columbia, MD 21044
Small
(410) 997-6000
Maryland since 06/18/2012
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at EVERGREEN ADVISORS CAPITAL, LLC
Jeffrey Richard Kinderman
Justin David Horsman
Charles Henry Orlinsky
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