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EVEREST CONSULTANTS, LLC

443 North Franklin Street
Suite 210
Syracuse, New York 13204
Tel: 315-234-8131

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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 StatusApproved
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 ClientsAUM
Firm Total1628$445,965,627
Individuals (other than high net worth individuals)230$35,922,925
High net worth individuals94$233,148,794
Pension and profit sharing plans85$165,498,763
Charitable organizations4$5,990,758
Corporations or other businesses13$5,404,387
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