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Building 2EVEREST PRIVATE WEALTH

Map pinCUPERTINO, CA
Phone(408) 502-6015
NotebookSEC #801-120900
Total AUM
$410.8M
Employees
3
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10080 N. WOLFE ROAD
SUITE SW3-200
CUPERTINO
CA 95014
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
(408) 502-6015

ReceiptFinancials

Total AUM
$410.8M
Accounts
328
Discretionary
$380.7M
Accounts
276
Non-Discretionary
$30.1M
Accounts
52

ContactClients

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Individual Clients
4
AUM
$3.2M
HNW Individual Clients
86
AUM
$407.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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