EVEREST FINANCIAL GROUP

701 Xenia Ave S
Suite 250
Minneapolis, Minnesota 55416-1029
Tel: 763-923-7525

About EVEREST FINANCIAL GROUP

EVEREST FINANCIAL GROUP, formally registered with the SEC as EVEREST FINANCIAL GROUP. The firm was established in 03/30/2007. They have over 6 offices throughout the country.

EVEREST FINANCIAL GROUP is a Minneapolis, Minnesota based Financial Planning firm with nearly $828,854,265 assets under management, offering retirement planning & investment advisory services to 4630 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137260
SEC#	801-67635
Assets Managed by Firm	$828,854,265
No. of Clients	4630
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGER)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4630	$828,854,265
Individuals (other than high net worth individuals)	1940	$378,026,341
High net worth individuals	225	$450,827,924

More Retirement Planning firms in Minneapolis, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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