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Ramonita Lopez De la rosa

Evergreen Capital Management LLC

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About Ramonita Lopez De la rosa

Ramonita Lopez De la rosa is an Investment Advisor Representative with Evergreen Capital Management LLC. Ramonita has been in the industry since January 2014 and holds a Series 65 license. Evergreen Capital Management LLC is an SEC registered investment advisor with its main office in Bellevue, WA. The firm provides a range of advisory services including financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Ramonita De la rosa is currently registered with Evergreen Capital Management LLC. Evergreen Capital Management LLC is an investment advisor located in BELLEVUE, WA, United States. They manage over $4.55 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pooled investment vehicles, and pension plans. The firm offers a range of services including financial planning, portfolio management, and educational seminars.
Evergreen Capital Management LLC

1412 112TH AVE NE

BELLEVUE, WA 98004

$4.55B

Assets Under Management

1

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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unsolicited investment advice on an ad hoc basis

Unsolicited investment advice on an ad hoc basis

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Negotiated fees for ad hoc unsolicited investment advice

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Ramonita De la rosa’s Registration & Firm History

CA

05/20/2021 - Present

Evergreen Capital Management LLC (San Francisco CA)

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Licenses & Designations

IA

Issued 11/04/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ramonita Lopez De la rosa.
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