Evercore Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Evercore Wealth Management LLC
CRD #148399
SEC #801-69645
CIK #
AUM $7.6 BB (99% Disc, 99% US)
Employees84 (60% Investors, 0% Brokers)
Phone212-822-7620
Address55 East 52nd Street
New York, NY 10055
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02008201220162020
Sector Holding Cap ($MM) Value ($MM)
MA250,210.084.5
UNH233,310.082.1
MSFT865,660.082.0
AAPL843,560.080.6
AMZN820,610.075.5
TMO101,470.067.2
AMT81,680.062.6
HD206,070.061.2
ACN104,720.053.3
CBRE16,980.052.2
View All
Holdings by Sector ($)
2.62.11.61.00.50.02014201620182020
Comparable Firms State AUM ($BB)
FSC Securities Corporation
GA 8.2
Goldman Sachs Asset Management Australia PTY Ltd
8.2
Seamark Asset Management Ltd
8.0
Sagepoint Financial Inc
AZ 8.0
AIC Investment Services Inc
7.7
Woodbury Financial Services Inc
MN 7.6
Investment Research & Advisory Group Inc
GA 7.5
Lombard Odier International Portfolio Management Limited
7.5
CIBC World Markets Corp
NY 7.5
Congress Asset Management Company LLP
MA 7.1
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