Evergreen Wealth Solutions is an investment advisor in Williamsport with $338.24 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
833073638
SEC advisor number
801-114485
FINRA CRD number
299407
AUM ?
$323.17 mm
(as of 10 Jul 23)
Accounts
1,772
(as of 10 Jul 23)
Employees
9
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22