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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Everest Consultants LLC
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|---|---|
| CRD # | 128474 |
| SEC # | 801-77854 |
| CIK # | |
| AUM | $633.1 M (2025-03-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 315-234-8173 |
| Address | 443 North Franklin Street Syracuse, NY 13204 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 75.2 |
| (b) Individuals (high net worth individuals) | 96 | 318.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 84 | 224.3 |
| (h) Charitable organizations | 3 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 8.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,743 | 633.1 |
| By Discretionary | ||
| Discretionary | 1,255 | 462.5 |
| Non-Discretionary | 488 | 170.6 |
| Total | 1,743 | 633.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 36.0 | |
| United States Persons | 597.1 | |
| Total | 1,743 | 633.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IAM Advisory LLC
✚
|
PA | 0.6 |
|
TAP Consulting LLC
✚
|
MO | 0.6 |
|
Sevenbridge Financial Group LLC
✚
|
PA | 0.6 |
|
Paragon Capital Management LLC
✚
|
KS | 0.6 |
|
Purkiss Capital Advisors LLC
✚
|
0.6 | |
|
Summit Investment Advisory Services LLC
✚
|
MN | 0.6 |
|
Intelligent Wealth Solutions LLC
✚
|
TX | 0.6 |
|
Great Hill Capital LLC
✚
|
0.6 | |
|
Rockline Wealth Management LLC
✚
|
NY | 0.6 |
|
Mason & Associates Inc
✚
|
CA | 0.6 |