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Building 2EVERSTAR ASSET MANAGEMENT, LLC

Map pinMOORESVILLE, NC
Phone440-376-1629
NotebookSEC #801-128838
Total AUM
$336.7M
Employees
13
Clients
1,132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
108 GATEWAY BLVD.
SUITE 204
MOORESVILLE
NC 28117
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
440-376-1629
Other Offices
1

ReceiptFinancials

Total AUM
$336.7M
Accounts
1,132
Discretionary
$333.9M
Accounts
1,131
Non-Discretionary
$2.8M
Accounts
1

ContactClients

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Individual Clients
764
AUM
$77.5M
HNW Individual Clients
352
AUM
$141.6M
Pooled Vehicle Clients
5
AUM
$111.7M
Other Clients
11
AUM
$5.9M
Description of Other Clients
PLAN ASSETS ADVISORY CLIENTS

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAIAILNCNJNYOHPASCVA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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