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Evergreen Advisors

Evergreen Advisors is an investment advisor in Chattanooga with $305.86M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
800270035
SEC advisor number
801-70106
FINRA CRD number
149861
AUM ?
$305.86M (as of 19 Mar 21)
Accounts
1,130 (as of 19 Mar 21)
Employees
5 (3 investment advisory or research)
Address
Evergreen Advisors
1206 POINTE CENTRE DRIVE
SUITE 160
CHATTANOOGA
TN 37421
Phone
423-933-1814

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
15 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$102.99M 991.62K 963.2K +3.0
$89.14M 776.25K 746.2K +4.0
$36.13M 933.61K 900.58K +3.7
$32.68M 76.15K NEW
$14.56M 133.35K 127.89K +4.3
Vanguard Specialized Funds
$1.16M 7.52K 7.22K +4.1
$891K 4.01K 4.32K -7.0
$757K 4.84K 3.59K +34.6
Vanguard Intl Equity Index F
$647K 10.62K 10.52K +1.0
$567K 4K 3K +33.5
$342K 1.56K 1.64K -4.5
$297K 383 525 -27.0
$291K 11.26K 11.21K +0.5
Vanguard Mun BD FDS
$257K 4.7K 4.7K 0
$204K 861 NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

5 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings