This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$204MItem 5.F on the latest filing (2019-04-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$204M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$51.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

Custody, client assets

$204M

SEC number

801-110429

CRD

165547

Filings on the tape

8

First filed

Apr 10, 2017

Latest filed

Apr 30, 2019

Organised

Corporation, California

• Occurred

  Apr 10, 2017
  First Form ADV filing

  The Evergreen Advantage Management, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:02b22d1b-acc1-1af9-028f-17eb226ab213

First observed

Apr 10, 2017

Last observed

Apr 30, 2019 90 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.