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Building 2EVEREST FINANCIAL GROUP

Map pinMINNEAPOLIS, MN
Phone763-923-7525
NotebookSEC #801-67635
Total AUM
$1B
Employees
12
Clients
1,940

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 XENIA AVE S
SUITE 250
MINNEAPOLIS
MN 55416-1029
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
763-923-7525
Other Offices
4

ReceiptFinancials

Total AUM
$1B
Accounts
4,505
Discretionary
$989.4M
Accounts
4,463
Non-Discretionary
$13.1M
Accounts
42

ContactClients

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Individual Clients
1,590
AUM
$380.8M
HNW Individual Clients
350
AUM
$621.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGER

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILLAMIMNNDNENYORPATXVAWAWI

HandshakeAffiliates

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

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