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Building 2EVERMONT WEALTH

Map pinCLAREMONT, CA
Phone909-296-7977
NotebookSEC #801-118797
Total AUM
$333.9M
Employees
4
Clients
496

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
419 YALE AVENUE
CLAREMONT
CA 91711
United States
Operating Hours
BY APPT ONLY
Monday - Friday
Phone
909-296-7977
Other Offices
2

ReceiptFinancials

Total AUM
$333.9M
Accounts
1,166
Discretionary
$273M
Accounts
825
Non-Discretionary
$60.9M
Accounts
341

ContactClients

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Individual Clients
408
AUM
$199.9M
HNW Individual Clients
88
AUM
$134M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDNVTNTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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