Overview
Assets Under Management: $550 million
Headquarters: SYRACUSE, NY
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Frequently Asked Questions
EVEREST CONSULTANTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128474), EVEREST CONSULTANTS, LLC is subject to fiduciary duty under federal law.
EVEREST CONSULTANTS, LLC is headquartered in SYRACUSE, NY.
EVEREST CONSULTANTS, LLC serves 96 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, EVEREST CONSULTANTS, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
EVEREST CONSULTANTS, LLC manages $550 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, EVEREST CONSULTANTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,787
Discretionary Accounts: 1,127
Non-Discretionary Accounts: 660
Regulatory Filings
CRD Number: 128474
Last Filing Date: 2025-01-31 00:00:00
Website: https://everestconsultants.net