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EVEREST CONSULTANTS, LLC
443 North Franklin Street
Suite 210
Syracuse, New York 13204
Tel: 315-234-8131
About EVEREST CONSULTANTS, LLC
EVEREST CONSULTANTS, LLC, formally registered with the SEC as EVEREST CONSULTANTS, LLC. The firm was established in 04/12/2013. They have over 2 offices throughout the country.
EVEREST CONSULTANTS, LLC is a Syracuse, New York based Financial Planning firm with nearly $445,965,627 assets under management, offering retirement planning & investment advisory services to 1628 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 128474 |
| SEC# | 801-77854 |
| Assets Managed by Firm | $445,965,627 |
| No. of Clients | 1628 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Other(REFERRAL FEE, CONSULTING FEE)
Advisory Services Provided
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1628 | $445,965,627 |
| Individuals (other than high net worth individuals) | 230 | $35,922,925 |
| High net worth individuals | 94 | $233,148,794 |
| Pension and profit sharing plans | 85 | $165,498,763 |
| Charitable organizations | 4 | $5,990,758 |
| Corporations or other businesses | 13 | $5,404,387 |
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