IJD Evergreen Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
17
94% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$0
About
IJD Evergreen Financial Services LLC is an independent registered investment adviser operated by a single advisor that serves a small client base of 17 clients. The firm provides advisory and consulting services as described in its Form ADV brochure but does not offer portfolio management for individual clients.
The adviser generally delivers advice and recommendations through non-discretionary engagements, working directly with clients to develop plans and periodic reviews rather than actively managing individual client portfolios. The firm’s methods and strategies are set out in its Form ADV (see Item 8) and are applied in a consultative, client-specific manner.
Compared with many independent peers, the firm is uncommon in two respects: it does not provide individual portfolio management and it does not use a percentage-of-assets-under-management fee model. Prospective clients should expect a service and fee structure that differs from the typical AUM-based, discretionary model used by many independent advisers.
Client services
Financial planning
Fee options
Specific fixed fee amounts not stated in the brochure
Specific hourly rates not stated in the brochure
Main office location
IJD Evergreen Financial Services LLC
Shoreline WA, United States
Number of offices
1
Most active in
IJD Evergreen Financial Services LLC has reported serving >5 clients in these states in the last 12 months.
Montana · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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