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 $549,915,491 assets under management, offering retirement planning & investment advisory services to 1787 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	$549,915,491
No. of Clients	1787
No. of Advisors	6

Fee Structure

A percentage of AUM
Other (REFERRAL FEE, CONSULTING FEE)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (REFERRAL SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1787	$549,915,491
Individuals (other than high net worth individuals)	250	$55,577,198
High net worth individuals	96	$291,317,894
Pension and profit sharing plans	82	$188,408,891
Charitable organizations	3	$6,409,089
Corporations or other businesses	19	$8,202,419

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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