EVERSTAR ASSET MANAGEMENT, LLC

108 Gateway Blvd.
Suite 103
Mooresville, North Carolina 28117
Tel: 440-376-1629

About EVERSTAR ASSET MANAGEMENT, LLC

EVERSTAR ASSET MANAGEMENT, LLC, formally registered with the SEC as EVERSTAR ASSET MANAGEMENT, LLC. The firm was established in 10/06/2023. They have over 2 offices throughout the country.

EVERSTAR ASSET MANAGEMENT, LLC is a Mooresville, North Carolina based Financial Planning firm with nearly $131,435,199 assets under management, offering retirement planning & investment advisory services to 700 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313334
SEC#	801-128838
Assets Managed by Firm	$131,435,199
No. of Clients	700
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	700	$131,435,199
Individuals (other than high net worth individuals)	505	$42,564,425
High net worth individuals	181	$49,587,673

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