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, SEC-registered registered investment adviser operating as an LLC since 2007. The firm focuses on individual and family clients and provides fee-based advice through percentage-of-AUM billing alongside hourly and fixed-fee engagements. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, selection of outside managers, and investor education programs. The firm is identified as a capital allocator, indicating an active role in placing client capital with external managers when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
3 of 12
Nikolas Wogstad
Senior PartnerCRD 2522891
Julieann Schroeder
Financial AdvisorCRD 1941592
James Matejcek
President, Senior PartnerCRD 2412649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$343M in ETFs
77%
$262M
21%
$80.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 REVENUE ETF (RWL) | Invesco | Passive | Large Value | $32.2M | 252,019 | 9.40% |
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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