Active
EVER GREEN WEALTH MANAGEMENT, LLC
Investment Advice|VICTOR, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$63.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 63.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 297459 |
| SEC Number | 801-117694 |
| Street Address | 6535 ANTHONY DRIVE |
| Street Address 2 | SUITE A |
| Location | VICTOR, NY 14564 |
| Country | United States |
| Phone | 585-742-0271 |
| Fax | 585-270-3768 |
| Total Employees | 1 |
Client Count by Type (351 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 335 |
| High Net Worth Individual… | 16 |
Community Partners
CITY OF CANANDAIGUA
COUNTY OF ONTARIO
TOWN OF BRISTOL
TOWN OF CANANDAIGUA
TOWN OF EAST BLOOMFIELD
TOWN OF FARMINGTON
TOWN OF GORHAM
TOWN OF HOPEWELL
TOWN OF MANCHESTER
TOWN OF NAPLES
TOWN OF PHELPS
TOWN OF RICHMOND
TOWN OF SENECA
TOWN OF SOUTH BRISTOL
TOWN OF VICTOR
TOWN OF WEST BLOOMFIELD
VILLAGE OF BLOOMFIELD
VILLAGE OF CLIFTON SPRINGS
VILLAGE OF MANCHESTER
VILLAGE OF NAPLES
CITY OF CANANDAIGUA
COUNTY OF ONTARIO
TOWN OF BRISTOL
TOWN OF CANANDAIGUA
TOWN OF EAST BLOOMFIELD
TOWN OF FARMINGTON
TOWN OF GORHAM
TOWN OF HOPEWELL
TOWN OF MANCHESTER
TOWN OF NAPLES
TOWN OF PHELPS
TOWN OF RICHMOND
TOWN OF SENECA
TOWN OF SOUTH BRISTOL
TOWN OF VICTOR
TOWN OF WEST BLOOMFIELD
VILLAGE OF BLOOMFIELD
VILLAGE OF CLIFTON SPRINGS
VILLAGE OF MANCHESTER
VILLAGE OF NAPLES
CITY OF CANANDAIGUA
COUNTY OF ONTARIO
TOWN OF BRISTOL
TOWN OF CANANDAIGUA
TOWN OF EAST BLOOMFIELD
TOWN OF FARMINGTON
TOWN OF GORHAM
TOWN OF HOPEWELL
TOWN OF MANCHESTER
TOWN OF NAPLES
TOWN OF PHELPS
TOWN OF RICHMOND
TOWN OF SENECA
TOWN OF SOUTH BRISTOL
TOWN OF VICTOR
TOWN OF WEST BLOOMFIELD
VILLAGE OF BLOOMFIELD
VILLAGE OF CLIFTON SPRINGS
VILLAGE OF MANCHESTER
VILLAGE OF NAPLES
Municipal Government
23 Active
23
Organizations
EAST BLOOMFIELD HOLCOMB FIRE DISTRICT
FISHERS FIRE DISTRICT
GENEVA PUBLIC LIBRARY
GENEVA PUBLIC LIBRARY DISTRICT
GORHAM FIRE DISTRICT
HALL FIRE DISTRICT
NAPLES LIBRARY DISTRICT
ONTARIO COUNTY SOIL AND WATER CONSERVATION DISTRICT
PHELPHS CONSOLIDATED HEALTH DISTRICT
PIONEER LIBRARY SYSTEM
RED JACKET COMMUNITY LIBRARY DISTRICT
RICHMOND FIRE DISTRICT
SENECA CASTLE FIRE DISTRICT
STANLEY FIRE DISTRICT
VICTOR FIRE DISTRICT
EAST BLOOMFIELD HOLCOMB FIRE DISTRICT
FISHERS FIRE DISTRICT
GENEVA PUBLIC LIBRARY
GENEVA PUBLIC LIBRARY DISTRICT
GORHAM FIRE DISTRICT
HALL FIRE DISTRICT
NAPLES LIBRARY DISTRICT
ONTARIO COUNTY SOIL AND WATER CONSERVATION DISTRICT
PHELPHS CONSOLIDATED HEALTH DISTRICT
PIONEER LIBRARY SYSTEM
RED JACKET COMMUNITY LIBRARY DISTRICT
RICHMOND FIRE DISTRICT
SENECA CASTLE FIRE DISTRICT
STANLEY FIRE DISTRICT
VICTOR FIRE DISTRICT
EAST BLOOMFIELD HOLCOMB FIRE DISTRICT
FISHERS FIRE DISTRICT
GENEVA PUBLIC LIBRARY
GENEVA PUBLIC LIBRARY DISTRICT
GORHAM FIRE DISTRICT
HALL FIRE DISTRICT
NAPLES LIBRARY DISTRICT
ONTARIO COUNTY SOIL AND WATER CONSERVATION DISTRICT
PHELPHS CONSOLIDATED HEALTH DISTRICT
PIONEER LIBRARY SYSTEM
RED JACKET COMMUNITY LIBRARY DISTRICT
RICHMOND FIRE DISTRICT
SENECA CASTLE FIRE DISTRICT
STANLEY FIRE DISTRICT
VICTOR FIRE DISTRICT
Special District
15 Active
15
Organizations
BLOOMFIELD PUBLIC LIBRARY
CANANDAIGUA CTY SCH DIST
CMNTY COLLEGE OF FINGER LAKES
EAST BLOOMFIELD CENTRAL SCHOOL DIST
GENEVA CITY SCH DIST
GORHAM-MIDDLESEX CENTRAL SCHOOL DIST
GORHAM MIDDLESEX CENTRAL SCHOOL DISTRICT
HONEOYE CENTRAL SCH DIST
MANCHESTER-SHORTSVILLE CENTRAL SCHOOL DIST
MANCHESTER SHORTSVILLE CENTRAL SCHOOL DISTRICT
NAPLES CENTRAL SCHOOL DISTRICT
PHELPS-CLIFTON SPGS CTL SCHOOL DIST
PHELPS CLIFTON SPRINGS SCHOOLS
VICTOR CENTRAL SCH DIST
BLOOMFIELD PUBLIC LIBRARY
CANANDAIGUA CTY SCH DIST
CMNTY COLLEGE OF FINGER LAKES
EAST BLOOMFIELD CENTRAL SCHOOL DIST
GENEVA CITY SCH DIST
GORHAM-MIDDLESEX CENTRAL SCHOOL DIST
GORHAM MIDDLESEX CENTRAL SCHOOL DISTRICT
HONEOYE CENTRAL SCH DIST
MANCHESTER-SHORTSVILLE CENTRAL SCHOOL DIST
MANCHESTER SHORTSVILLE CENTRAL SCHOOL DISTRICT
NAPLES CENTRAL SCHOOL DISTRICT
PHELPS-CLIFTON SPGS CTL SCHOOL DIST
PHELPS CLIFTON SPRINGS SCHOOLS
VICTOR CENTRAL SCH DIST
BLOOMFIELD PUBLIC LIBRARY
CANANDAIGUA CTY SCH DIST
CMNTY COLLEGE OF FINGER LAKES
EAST BLOOMFIELD CENTRAL SCHOOL DIST
GENEVA CITY SCH DIST
GORHAM-MIDDLESEX CENTRAL SCHOOL DIST
GORHAM MIDDLESEX CENTRAL SCHOOL DISTRICT
HONEOYE CENTRAL SCH DIST
MANCHESTER-SHORTSVILLE CENTRAL SCHOOL DIST
MANCHESTER SHORTSVILLE CENTRAL SCHOOL DISTRICT
NAPLES CENTRAL SCHOOL DISTRICT
PHELPS-CLIFTON SPGS CTL SCHOOL DIST
PHELPS CLIFTON SPRINGS SCHOOLS
VICTOR CENTRAL SCH DIST
School District
14 Active
14
Organizations
1816 FARMINGTON QUAKER MEETINGHOUSE
2534 CANADAIGUA TEACHERS ASSOCIATIO
2950 RED JACKET FACULTY ASSOCIATION
594 CANANDAIGUA LAKE CHAPTER OF TROUT UNLIMITED
7962 RICHMOND MEMORIAL POST
ABBEY RESIDENCES, INC
ACCA OF CENTRAL NEW YORK INC
ADVOCACY FOR GIFTED AND TALENTED EDUCATION IN NEW YORK STATE INC
AGRICULTURAL GENOMICS FOUNDATION
AGRICULTURAL GENOMICS FOUNDATION
ALLIANCE FOOTBALL CLUB
ALPHA CHI OMEGA FRATERNITY INC
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
1816 FARMINGTON QUAKER MEETINGHOUSE
2534 CANADAIGUA TEACHERS ASSOCIATIO
2950 RED JACKET FACULTY ASSOCIATION
594 CANANDAIGUA LAKE CHAPTER OF TROUT UNLIMITED
7962 RICHMOND MEMORIAL POST
ABBEY RESIDENCES, INC
ACCA OF CENTRAL NEW YORK INC
ADVOCACY FOR GIFTED AND TALENTED EDUCATION IN NEW YORK STATE INC
AGRICULTURAL GENOMICS FOUNDATION
AGRICULTURAL GENOMICS FOUNDATION
ALLIANCE FOOTBALL CLUB
ALPHA CHI OMEGA FRATERNITY INC
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
1816 FARMINGTON QUAKER MEETINGHOUSE
2534 CANADAIGUA TEACHERS ASSOCIATIO
2950 RED JACKET FACULTY ASSOCIATION
594 CANANDAIGUA LAKE CHAPTER OF TROUT UNLIMITED
7962 RICHMOND MEMORIAL POST
ABBEY RESIDENCES, INC
ACCA OF CENTRAL NEW YORK INC
ADVOCACY FOR GIFTED AND TALENTED EDUCATION IN NEW YORK STATE INC
AGRICULTURAL GENOMICS FOUNDATION
AGRICULTURAL GENOMICS FOUNDATION
ALLIANCE FOOTBALL CLUB
ALPHA CHI OMEGA FRATERNITY INC
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization
533 Active
533
Organizations
Community Partners102 organizations
COUNTY OF ONTARIO
Municipal Government·CANANDAIGUA
TOWN OF CANANDAIGUA
Municipal Government·CANANDAIGUA
TOWN OF PHELPS
Municipal Government·PHELPS
VILLAGE OF CLIFTON SPRINGS
Municipal Government·CLIFTON SPRINGS
VILLAGE OF MANCHESTER
Municipal Government·MANCHESTER
VILLAGE OF NAPLES
Municipal Government·NAPLES
EAST BLOOMFIELD HOLCOMB FIRE DISTRICT
Special District·BLOOMFIELD
FISHERS FIRE DISTRICT
Special District·VICTOR
GENEVA PUBLIC LIBRARY
Special District·GENEVA
GORHAM FIRE DISTRICT
Special District·STANLEY
HALL FIRE DISTRICT
Special District·GENEVA
ONTARIO COUNTY SOIL AND WATER CONSERVATION DISTRICT
Special District·CANANDAIGUA
PHELPHS CONSOLIDATED HEALTH DISTRICT
Special District·PHELPS
RICHMOND FIRE DISTRICT
Special District·HONEOYE
SENECA CASTLE FIRE DISTRICT
Special District·SENECA CASTLE
VICTOR FIRE DISTRICT
Special District·VICTOR
GORHAM MIDDLESEX CENTRAL SCHOOL DISTRICT
School District·RUSHVILLE
MANCHESTER SHORTSVILLE CENTRAL SCHOOL DISTRICT
School District·SHORTSVILLE
PHELPS CLIFTON SPRINGS SCHOOLS
School District·CLIFTON SPRINGS
1816 FARMINGTON QUAKER MEETINGHOUSE
Nonprofit Organization·STANLEY
2534 CANADAIGUA TEACHERS ASSOCIATIO
Nonprofit Organization·Canandaigua
2950 RED JACKET FACULTY ASSOCIATION
Nonprofit Organization·Shortsville
594 CANANDAIGUA LAKE CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·VICTOR
7962 RICHMOND MEMORIAL POST
Nonprofit Organization·Honeoye
ABBEY RESIDENCES, INC
Nonprofit Organization·CANANDAIGUA
ACCA OF CENTRAL NEW YORK INC
Nonprofit Organization·Victor
ADVOCACY FOR GIFTED AND TALENTED EDUCATION IN NEW YORK STATE INC
Nonprofit Organization·Victor
AGRICULTURAL GENOMICS FOUNDATION
Nonprofit Organization·Bloomfield
AGRICULTURAL GENOMICS FOUNDATION
Nonprofit Organization·BLOOMFIELD
ALLIANCE FOOTBALL CLUB
Nonprofit Organization·Victor
ALPHA CHI OMEGA FRATERNITY INC
Nonprofit Organization·Canandaigua
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·CANANDAIGUA
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Rushville
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Honeoye
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Clifton Springs
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Canandaigua
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Honeoye
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Bloomfield
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Canandaigua
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Clifton Springs
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Clifton Springs
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Rushville
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Naples
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Bloomfield
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Rushville
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Victor
AMERICAN GUILD OF ORGANISTS
Nonprofit Organization·CANANDAIGUA
American Legion
Nonprofit Organization·WEST BLOOMFIELD
AMERICAN LEGION
Nonprofit Organization·SHORTSVILLE
AMERICAN LEGION
Nonprofit Organization·Victor
AMERICAN LEGION 810 JACOB SCHAEFFER POST
Nonprofit Organization·NAPLES
AMERICAN LEGION AUXILIARY
Nonprofit Organization·CANANDAIGUA
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Bloomfield
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Phelps
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Honeoye
AMERICAN LEGION POST 457 SEELEY B PARISH
Nonprofit Organization·PHELPS
ANGEL 23 FOUNDATION INC
Nonprofit Organization·VICTOR
ARCADIA BARK BUSTERS
Nonprofit Organization·Phelps
ASSOCIATION OF TRADITIONAL HOOKING ARTISTS
Nonprofit Organization·Bloomfield
AWA Electronic Communications Museum
Nonprofit Organization·Bloomfield
BARNABAS FELLOWSHIP
Nonprofit Organization·Victor
BEGIN AGAIN HORSE RESCUE INC
Nonprofit Organization·HONEOYE
BENEVOLENT & PROTECTIVE ORDER OF ELKS
Nonprofit Organization·CANANDAIGUA
BIRTHRIGHT OF VICTOR NEW YORK
Nonprofit Organization·Victor
BLACKS IN GOVERNMENT
Nonprofit Organization·Canandaigua
BLESSING ROOM FOOD PANTRY INC
Nonprofit Organization·BLOOMFIELD
BLIZZARD BASKETBALL
Nonprofit Organization·CANANDAIGUA
Bloomfield Bombers Boosters Inc
Nonprofit Organization·Bloomfield
BLOOMFIELD NURSERY SCHOOL
Nonprofit Organization·BLOOMFIELD