Evergreen Capital Management, based in Bellevue, WA, is ranked No. 66 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $3.8B (AccuPoint Solutions)
Years in Business:Â 39 (AccuPoint Solutions)
Accounts Under Management: 2,659 (AccuPoint Solutions)
Previous appearances on FA 100 List:Â 0
Principals:
Tyler Hay, Chief Executive Officer
David Hay, Chief Investment Officer
Contact:
1412 112th Avenue NE, Suite 100, Bellevue, WA 98004
(425) 467-4600
