EVERGREEN CAPITAL MANAGEMENT, INC.
CRD #129764 SEC #801-62732 SALT LAKE CITY, UT 801-266-4204
SEC Registered
Total AUM
$23.5M
Discretionary
$23.5M
Employees
2
Clients
--
Accounts
36
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2016 | $23.5M | $23.5M | $0 | 2 | 26 |
| Jun 2016 | $23.5M | $23.5M | $0 | 2 | 26 |
| May 2016 | $34.4M | $34.4M | $0 | 2 | 26 |
| Mar 2016 | $34.4M | $34.4M | $0 | 1 | 26 |
| Mar 2015 | $103M | $103M | $0 | 1 | 26 |
| Mar 2014 | $107M | $107M | $0 | 1 | 26 |
| Feb 2013 | $105M | $105M | $0 | 1 | 26 |
| Mar 2012 | $105M | $105M | $0 | 1 | 26 |
| Mar 2011 | $103M | $103M | $0 | 5 | -- |
| Feb 2009 | $55.6M | $55.6M | $0 | 5 | -- |
| Nov 2007 | $64.5M | $64.5M | $0 | 5 | -- |
| Feb 2007 | $64.5M | $64.5M | $0 | 5 | -- |
| Feb 2006 | $52M | $52M | $0 | 5 | -- |
| Jan 2004 | $32M | $32M | $0 | 5 | -- |
DateJul 2016
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees2
Clients26
DateJun 2016
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees2
Clients26
DateMay 2016
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees1
Clients26
DateFeb 2013
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--