Evergreen Advisors is an investment advisor in Chattanooga with $368.47 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
800270035
SEC advisor number
801-70106
FINRA CRD number
149861
AUM ?
$368.47 mm
(as of 12 Apr 22)
Accounts
1,228
(as of 12 Apr 22)
Employees
5
(3 investment advisory or research)
Address
Evergreen Advisors
1206 POINTE CENTRE DRIVE
SUITE 160
CHATTANOOGA
TN 37421
1206 POINTE CENTRE DRIVE
SUITE 160
CHATTANOOGA
TN 37421
Phone
423-933-1814
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21
13F-HR
Quarterly holdings report by institutional manager
14 Jul 21
13F-HR
Quarterly holdings report by institutional manager
10 May 21
13F-HR
Quarterly holdings report by institutional manager
21 Jan 21
13F-HR
Quarterly holdings report by institutional manager
2 Nov 20