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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 3, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KELLY, RYAN, F | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, RYAN, F | I | ANALYST | NA | |
| KELLY, RYAN, F | I | ANALYST | NA | |
| KELLY, RYAN, F | I | ANALYST | NA | |
| KELLY, RYAN, F | I | ANALYST | NA | |
| KELLY, RYAN, F | I | ANALYST | NA | |
| KELLY, RYAN, F | I | ANALYST | NA | |
| KELLY, RYAN, F | I | ANALYST | NA | |
| KELLY, RYAN, F | I | ANALYST | NA | |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERTSON, JOHN, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 3, 2016 REGISTERED
Notice Filings (1)
UT
Address
5505 SOUTH 900 EAST, SUITE 105SPORTS MALL CORPORATE PLAZA I
SALT LAKE CITY, UT 84117
United States
Phone: 801-266-4204