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EVERMONT WEALTH
419 Yale Avenue
Claremont, California 91711
Tel: 909-296-7977
About EVERMONT WEALTH
EVERMONT WEALTH, formally registered with the SEC as EVERMONT WEALTH. The firm was established in 05/26/2020. They have over 3 offices throughout the country.
EVERMONT WEALTH is a Claremont, California based Financial Planning firm with nearly $225,791,338 assets under management, offering retirement planning & investment advisory services to 974 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168581 |
| SEC# | 801-118797 |
| Assets Managed by Firm | $225,791,338 |
| No. of Clients | 974 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 974 | $225,791,338 |
| Individuals (other than high net worth individuals) | 355 | $102,389,659 |
| High net worth individuals | 64 | $123,401,679 |
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