Kaitlenn
Vercio
Evergreen Capital Management LLC
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About this Advisor
Kaitlenn Vercio is a financial advisor based in Bellevue, Washington, working with Evergreen Capital Management LLC. Kaitlenn has previously held positions at Synergy Financial Management, LLC, Trutina Financial, and Evergreen Gavekal. Kaitlenn has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Kaitlenn is part of Evergreen Capital Management LLC, which operates out of Bellevue, Washington. The firm has 5 offices and 36 employees. The firm manages assets totaling $4.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Evergreen Capital Management LLC includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Evergreen Capital Management LLC Brokerage Details
$4,550,315,616
36
2,924
$1,556,195
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Kaitlenn Vercio Work History
Evergreen Gavekal
Trutina Financial
Synergy Financial Management, LLC
Disclosures
Please visit the SEC profile of Kaitlenn Vercio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evergreen Capital Management LLC
Bellevue, WA
San Francisco, CA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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