EVERGREEN ASSET MANAGEMENT, LLC
CRD #133383 SEC #801-63734 GIG HARBOR, WA 253-853-5500
SEC Registered
Total AUM
$221.6M
Discretionary
$217.5M
Employees
2
Clients
11
Accounts
477
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $221.6M | $217.5M | $4.2M | 2 | 273 |
| Nov 2014 | $202.1M | $198.4M | $3.8M | 3 | 248 |
| Sep 2014 | $202.1M | $198.4M | $3.8M | 3 | 248 |
| Mar 2014 | $202.1M | $198.4M | $3.8M | 3 | 248 |
| Apr 2013 | $157.7M | $154.8M | $2.9M | 3 | 248 |
| Apr 2012 | $132.1M | $128.2M | $3.9M | 1 | 200 |
| Mar 2011 | $127.6M | $123.1M | $4.5M | 5 | -- |
| Apr 2010 | $120.3M | $109.9M | $10.4M | 5 | -- |
| Mar 2008 | $135.3M | $125.8M | $9.5M | 5 | -- |
| Mar 2007 | $128.1M | $128.1M | $0 | 5 | -- |
| Mar 2006 | $98.7M | $98.7M | $0 | 5 | -- |
| Dec 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2015
Total AUM$221.6M
Discretionary$217.5M
Non-Disc.$4.2M
Employees2
Clients273
DateNov 2014
Total AUM$202.1M
Discretionary$198.4M
Non-Disc.$3.8M
Employees3
Clients248
DateSep 2014
Total AUM$202.1M
Discretionary$198.4M
Non-Disc.$3.8M
Employees3
Clients248
DateMar 2014
Total AUM$202.1M
Discretionary$198.4M
Non-Disc.$3.8M
Employees3
Clients248
DateApr 2013
Total AUM$157.7M
Discretionary$154.8M
Non-Disc.$2.9M
Employees3
Clients248
DateApr 2012
Total AUM$132.1M
Discretionary$128.2M
Non-Disc.$3.9M
Employees1
Clients200
DateMar 2011
Total AUM$127.6M
Discretionary$123.1M
Non-Disc.$4.5M
Employees5
Clients--
DateApr 2010
Total AUM$120.3M
Discretionary$109.9M
Non-Disc.$10.4M
Employees5
Clients--
DateMar 2008
Total AUM$135.3M
Discretionary$125.8M
Non-Disc.$9.5M
Employees5
Clients--
DateMar 2007
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--