RIA Intelligence

EVERGREEN MANAGEMENT INC

CRD #108286 SEC #801-41272 CHATTANOOGA, TN 423-756-3828
SEC Registered
Total AUM
$67.8M
Discretionary
$64.2M
Employees
10
Clients
25
Accounts
896

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 23, 2003
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHENEY, JAMES, ALLENIPRESIDENTC Control
PLACE, JAMES, HARRALIVICE PRESIDENTC Control
GERACI, SALVATOREISECRETARYB Control
GRAHAM, JAMES, STANFORDIASST.SECRETARYB

Registrations

Federal

IA
Oct 23, 2003 REGISTERED

Notice Filings (2)

GA TN

Address

1400 WILLIAMS STREET
CHATTANOOGA, TN 37408
USA
Phone: 423-756-3828