EVEREST MANAGEMENT CORP.

10080 N. Wolfe Road
Suite Sw3-200
Cupertino, California 95014
Tel: (408) 502-6015

About EVEREST MANAGEMENT CORP.

EVEREST MANAGEMENT CORP, formally registered with the SEC as EVEREST MANAGEMENT CORP. The firm was established in 04/22/2021. They have over 1 offices throughout the country.

EVEREST MANAGEMENT CORP. is a Cupertino, California based Financial Planning firm with nearly $306,963,143 assets under management, offering retirement planning & investment advisory services to 330 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142945
SEC#	801-120900
Assets Managed by Firm	$306,963,143
No. of Clients	330
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	330	$306,963,143
Individuals (other than high net worth individuals)	5	$2,990,121
High net worth individuals	77	$303,973,022

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