|
⚲
|
| EVER Green Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 297459 |
| SEC # | 801-117694 |
| CIK # | |
| AUM | $48.2 MM (2023-03-03) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 585-742-0271 |
| Address | 6534 Anthony Drive Victor, NY 14564 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 36.8 |
| (b) Individuals (high net worth individuals) | 8 | 11.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 476 | 48.2 |
| By Discretionary | ||
| Discretionary | 476 | 48.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 476 | 48.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.2 | |
| Total | 476 | 48.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Saperston Legacy Advisors Inc
✚
|
NY | 0.0 |
|
Isgam US LLC
✚
|
FL | 0.0 |
|
Taglich Brothers Inc
✚
|
NY | 0.0 |
|
Yearwood Young Advisors LLC
✚
|
NY | 0.0 |
|
Lotus Holdings LLC
✚
|
NY | 0.0 |
|
Mohawk Capital Advisors LLC
✚
|
NY | 0.0 |
|
Prince Financial Advisory LLC
✚
|
NY | 0.0 |
|
Aldemar Research Corporation
✚
|
NY | 0.0 |
|
Seraphim Capital Management LLC
✚
|
NY | 0.0 |
|
Rena Advisors LLC
✚
|
NY | 0.0 |