CRUMLY AND ASSOCIATES, INCORPORATED
Doing business as EVERGREEN WEALTH. SEC Form ADV profile.
Total regulatory AUM
$1,179,588,527
Discretionary
$779,864,376
Non-discretionary
$399,724,151
Firm details
- CRD number
- 168998
- SEC file number
- 801-81175
- Main office
- SPRINGFIELD, IL, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.