Everest Financial Group LLC is a large advisory firm based in Minneapolis. It manages $312.22 million of regulatory assets for 2,791 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Colorado, and 6 other states.
Everest Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Everest Financial Group LLC is $312.22 million. The firm's AUM has grown by 988% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Everest Financial Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Everest Financial Group is individuals with 2,791 clients and $217.92 million of assets under management. Among the 7 most similar advisory firms, Everest Financial Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $312.22 million for 2,898 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Everest Financial Group doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Lindsay Jo Dockter joined the executive team most recently as the Chief Compliance Officer In Training.
The principal office where Everest Financial Group LLC performs its advisory services is located at 701 Xenia Ave S, Minneapolis, MN 55416 1029, which is also the mailing address of the firm. An additional office of the firm is in Breckenridge, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 763-923-7525 or by fax 763-923-7535. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at everestfg.us.