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⚲
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| Everest Consultants LLC
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|
|
|---|---|
| CRD # | 128474 |
| SEC # | 801-77854 |
| CIK # | |
| AUM | $549.9 MM (2024-03-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 315-234-8131 |
| Address | 443 North Franklin Street Syracuse, NY 13204 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 55.6 |
| (b) Individuals (high net worth individuals) | 96 | 291.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 82 | 188.4 |
| (h) Charitable organizations | 3 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,787 | 549.9 |
| By Discretionary | ||
| Discretionary | 1,127 | 384.2 |
| Non-Discretionary | 660 | 165.7 |
| Total | 1,787 | 549.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 34.2 | |
| United States Persons | 515.7 | |
| Total | 1,787 | 549.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JVL Associates LLC
✚
|
MI | 0.6 |
|
Sevenbridge Financial Group LLC
✚
|
PA | 0.6 |
|
Swisspartners Advisors AG
✚
|
0.6 | |
|
Lauterbach Financial Advisors LLC
✚
|
TX | 0.5 |
|
Benchmark Financial Wealth Advisors LLC
✚
|
FL | 0.5 |
|
LWS Wealth Advisors Inc
✚
|
NJ | 0.5 |
|
New World Advisors LLC
✚
|
MA | 0.5 |
|
Capital Investment Counsel LLC
✚
|
CO | 0.5 |
|
EWG Elevate Inc
✚
|
CA | 0.5 |
|
ARK & TLK Investments LLC
✚
|
OK | 0.5 |