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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2015
- 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 |
|---|---|---|---|---|
| GARTLAN, DONALD, GADD | I | PRINCIPAL | NA | Control |
| GARTLAN, DONALD, GADD | I | PRINCIPAL | NA | Control |
| GARTLAN, DONALD, GADD | I | PRINCIPAL | NA | Control |
| GARTLAN, DONALD, GADD | I | PRINCIPAL | NA | Control |
| GARTLAN, DONALD, GADD | I | PRINCIPAL | NA | Control |
| RANSOM, MICHELLE, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANSOM, MICHELLE, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANSOM, MICHELLE, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANSOM, MICHELLE, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANSOM, MICHELLE, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANSOM, MICHELLE, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANSOM, MICHELLE, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANSOM, MICHELLE, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANSOM, MICHELLE, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANSOM, MICHELLE, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANSOM, MICHELLE, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING MEMBER | E | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING MEMBER | E | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING MEMBER | E | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING MEMBER | E | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING MEMBER | E | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING MEMBER | E | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING PRINCIPAL | E | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING PRINCIPAL | E | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING PRINCIPAL | E | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING PRINCIPAL | E | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING PRINCIPAL | E | Control |
| VOIGT, JOHN, GARDNER | I | MANAGING PRINCIPAL | E | Control |
| RANSOM, MICHELLE, RENE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 31, 2015 REGISTERED
Notice Filings (1)
WA
Address
3226 ROSEDALE ST NW STE 201GIG HARBOR, WA 98335-1806
United States
Phone: 253-853-5500