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Home > Retirement Planners > indiana > carmel > EVERNEST FINANCIAL ADVISORS
EVERNEST FINANCIAL ADVISORS
75 Executive Dr
Suite B
Carmel, Indiana 46032
Tel: 317-556-1015
About EVERNEST FINANCIAL ADVISORS
EVERNEST FINANCIAL ADVISORS, formally registered with the SEC as EVERNEST FINANCIAL ADVISORS. The firm was established in 10/30/2023. They have over 1 offices throughout the country.
EVERNEST FINANCIAL ADVISORS is a Carmel, Indiana based Financial Planning firm with nearly $484,787,894 assets under management, offering retirement planning & investment advisory services to 827 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328161 |
| SEC# | 801-128908 |
| Assets Managed by Firm | $484,787,894 |
| No. of Clients | 827 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 827 | $484,787,894 |
| Individuals (other than high net worth individuals) | 89 | $28,040,055 |
| High net worth individuals | 102 | $405,312,055 |
| Pension and profit sharing plans | 4 | $8,593,550 |
| Charitable organizations | 1 | $19,124,604 |
| Corporations or other businesses | 7 | $23,717,630 |
More Retirement Planning firms in Carmel, Indiana:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $26,678,534,447 | 15 | 78 | |
| $25,872,395,406 | 10 | 37 | |
| $22,024,300,000 | 49099 | 643 | |
| $18,201,054,484 | 6270 | 150 | |
| $11,439,805,300 | 5947 | 56 |
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