Overview
Assets Under Management: $485 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 105
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 827
Discretionary Accounts: 777
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 328161
Last Filing Date: 2025-01-24 00:00:00
Website: https://evernestfa.com