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Building 2EVEREST CONSULTANTS, LLC

Map pinSYRACUSE, NY
Phone315-234-8173
NotebookSEC #801-77854
Total AUM
$633.1M
Employees
5
Clients
477

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
443 NORTH FRANKLIN STREET
SUITE 210
SYRACUSE
NY 13204
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
315-234-8173
Other Offices
1

ReceiptFinancials

Total AUM
$633.1M
Accounts
1,743
Discretionary
$462.5M
Accounts
1,255
Non-Discretionary
$170.6M
Accounts
488

ContactClients

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Individual Clients
275
AUM
$75.2M
HNW Individual Clients
96
AUM
$318.4M
Pension/Profit Sharing Plan Clients
84
AUM
$224.3M
Charitable Organization Clients
3
AUM
$6.9M
Corporation or Business Clients
19
AUM
$8.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
REFERRAL SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEE, CONSULTING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILMAMDNCNJNYTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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