Evergreen Capital Management LLC
Legal Name: EVERGREEN CAPITAL MANAGEMENT LLC
Full Contact Details
Evergreen Capital Management LLC
10500 NE 8TH STREET, SUITE 950, BELLEVUE, WA
425-467-4600
425-467-4606
Other Info
Evergreen Capital Management LLC, based in Washington, was established in 1983 and is a Limited Liability Company. The firm is currently serving an unknown number of clients and has 32 employees, 21 of which work in advisory roles. Its SEC status is approved and was last reported on December 1, 1983.
evergreengavekal
LOGINLOGININVESTMENTS THAT STAND THE TEST OF TIMEEvergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments.CONTACT AN ADVISORLOGINWHAT SETS US APARTINTEGRATED WEALTH PLANNINGCombining financial planning and custom portfolio …
Independent Registered Investment Advisor (RIA) Established 1983 | Evergreen Gavekal
Evergreen Gavekal serves as a fiduciary for high-net-worth individuals, families and endowments in the United States. With offices in Bellevue, San Francisco, Napa, and Portland, OR.
Direct Owners
-
C.JEFF RAZORE
BRAND DEVELOPMENT MANAGER /MEMBER owns less than 5%
-
D AND M HAY LLC
MEMBER owns more than 50% but less than 75%
-
DAVID MILLS HAY
MEMBER/CHIEF INVESTMENT OFFICER owns less than 5%
-
JEFFREY B DICKS
PORTOLIO MANAGER owns less than 5%
-
JEFFREY MICHAEL EULBERG
DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL owns more than 10% but less than 25%
-
LENAPE INC.
MEMBER owns more than 10% but less than 25%
-
MICHAEL JAY WIESMANN
CUSTOMER RELATIONSHIP MANAGER/MEMBER owns less than 5%
-
OLESYA S SINITSA
MEMBER owns more than 10% but less than 25%
-
TYLER BRADLEY HAY
MEMBER/CHIEF EXECUTIVE OFFICER owns more than 5% but less than 10%
-
WILLIAM WYATT HAY
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
DAVID MILLS HAY
MEMBER owns 75% or more
-
KELLY LUSK CREEL
SHAREHOLDER owns 75% or more
Firms Located Nearby
Top Holdings
- Apple Inc $24,265k
- Alphabet Inc $15,975k
- ANNALY CAP MGMT INC $8,882k
- Amazon.com Inc $8,340k
- ALPHABET INC $8,222k
- ANDEAVOR LOGISTICS L $7,736k
- ANTERO MIDSTREAM CORP $5,980k
- BSM BlackStoneMnlsLP $5,968k
- Berkshire Hathaway, Inc. $5,935k
- ALIBABA GROUP HLDG LTD $5,370k