Evergreen Capital Holdings, LLC

Evergreen Capital Holdings, LLC (CRD# 312345) is a financial advisory firm headquartered in Irvine, CA. They manage $10,195,028 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
530 Technology Drive Suite 100, Irvine, CA 92618
https://www.evergreencap.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $1,132,781
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Evergreen Capital Holdings, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bradley Johnson, financial advisor Ladera Ranch CA
Bradley Johnson
CRD#: 7332737
27762 Antonio Pkwy, L1-534, Ladera Ranch, CA 92694

Bradley Johnson (CRD# 7332737) is an Investment Advisor Representative working at Evergreen Capital Holdings, LLC in Ladera Ranch, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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