Everest Financial Group
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 137260
- Registered since
- March 30, 2007
- Website
- www.everestfg.us
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI62.02%
- Individuals37.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Everest Financial Group is an independent, individually owned limited liability RIA that has been registered with the SEC since 2007. The firm serves primarily individual and family clients and combines financial planning with portfolio management for individuals, small businesses and institutions. It acts as a capital allocator—selecting and placing assets with third‑party managers—and also runs educational seminars and workshops. The firm charges fees across multiple structures, including a percentage of assets under management, hourly fees, fixed fees and other arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities41%
- Other3%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$387M in ETFs
73%
$284M
23%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 REVENUE ETF (RWL) | Invesco | Passive | Large Value | $34.4M | 267,488 | 8.89% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 701 Xenia Ave S
- Time zone
- CT (UTC-6)
- Office locations
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