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| Happy Holidays!! thanks for using AUM13F!! |
| Everest Financial Group LLC
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| CRD # | 137260 |
| SEC # | 801-67635 |
| CIK # | 0002037160, 0001799910, 0001095073, 0002056683 |
| AUM | $912.4 M (2025-03-25) |
| Employees | 12 (100% Investors, 100% Brokers) |
| Phone | 763-923-7525 |
| Address | 701 Xenia Ave S Minneapolis, MN 55416-1029 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 8.7 | ||
| Alphabet Inc | 7.7 | ||
| Microsoft Corp | 4.1 | ||
| Broadcom Inc | 3.9 | ||
| Apple Inc | 3.5 | ||
| Nvidia Corp | 3.0 | ||
| VISA Inc | 1.8 | ||
| Amazon Com Inc | 1.6 | ||
| Sound Point Meridian Capital Inc | 1.3 | ||
| Intuit Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,361 | 349.5 |
| (b) Individuals (high net worth individuals) | 262 | 562.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,667 | 912.4 |
| By Discretionary | ||
| Discretionary | 4,624 | 900.7 |
| Non-Discretionary | 43 | 11.7 |
| Total | 4,667 | 912.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 912.4 | |
| Total | 4,667 | 912.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001095073] | |
| 10-Q | [0001095073] | |
| 3 | [0001095073] | |
| 4 | [0001095073] | |
| 5 | [0001095073] | |
| 8-K | [0001095073] | |
| SC 13D | [0001095073] | |
| SC 13G | [0001095073] | |
| D | [0001799910] | |
| D | [0002037160] | |
| 13F-HR | [0002056683] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Everest Group Ltd | |
| Beggs Jill | |
| Howard John M | |
| Hartzband Meryl D | |
| Levine Allan | |
| Page Alan Darryl | |
| Williamson James Allan | |
| Van Beveren Gail | |
| Kociancic Mark | |
| Losquadro Geraldine | |
| View All | |
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CA | 0.9 |
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MD | 0.9 |
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Lafleur & Godfrey LLC
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MI | 0.9 |
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IL | 0.9 |
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Sikich Capital Management LLC
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IL | 0.9 |
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Sharkey Howes & Javer Inc
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CO | 0.9 |
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Packerland Brokerage Services Inc
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WI | 0.9 |
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Lineweaver Wealth Advisors LLC
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OH | 0.9 |
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Emerald Advisors LLC
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WA | 0.9 |
|
Benjamin F Edwards Wealth Management LLC
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|
MO | 0.9 |