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Building 2EVERCORE WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-822-7620
NotebookSEC #801-69645
Total AUM
$15.5B
Employees
97
Clients
791

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 EAST 52ND STREET
23RD FLOOR
NEW YORK
NY 10055
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
212-822-7620
Other Offices
4

ReceiptFinancials

Total AUM
$15.5B
Accounts
4,895
Discretionary
$15.4B
Accounts
4,837
Non-Discretionary
$91M
Accounts
58

ContactClients

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Individual Clients
57
AUM
$39.1M
HNW Individual Clients
674
AUM
$13.9B
Banking Clients
8
AUM
$154.3M
Investment Company Clients
1
AUM
$506.2M
Pooled Vehicle Clients
14
AUM
$343M
Pension/Profit Sharing Plan Clients
4
AUM
$63.3M
Charitable Organization Clients
18
AUM
$218.1M
Insurance Company Clients
2
AUM
$100.5M
Corporation or Business Clients
13
AUM
$224.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
WE PROVIDE A MODEL PORTFOLIO TO ONE REGISTERED INVESTMENT ADVISOR
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INTERCOMPANY ARRANGEMENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAHIIAIDILINLAMAMDMEMIMNMOMTNCNDNHNJNVNYOHORPARISCTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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