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Evergreen Horizon Asset Management LLC (Seattle)


Evergreen Horizon Asset Management LLC is a large advisory firm based in Seattle. It manages $264.82 million of regulatory assets for 401 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Montana, Nevada, and Washington.

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Evergreen Horizon Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Evergreen Horizon Asset Management: assets under management

The assets under management (AUM) of Evergreen Horizon Asset Management LLC is $264.82 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $130.95 million in discretionary accounts and $133.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $368.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.91 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Evergreen Horizon Asset Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Evergreen Horizon Asset Management LLC performs its advisory services is located at 601 Union Street, Suite 4200, Seattle, WA 98101, which is also the mailing address of the firm. An additional office of the firm is in Henderson, NV. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-568-8213 or by fax 800-507-0952. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.evergreenhorizon.com.


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