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EVEREST CONSULTANTS, LLC

Tel: 315-234-8131
443 North Franklin Street
Suite 210
Syracuse, New York  13204

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EVEREST CONSULTANTS, LLC

EVEREST CONSULTANTS, LLC is a Syracuse, New York based financial advisory firm with nearly $549,915,491 in assets under management and provides investment advisory services for 1787 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (REFERRAL SERVICES)

Fee Structure:

A percentage of AUM, Other (REFERRAL FEE, CONSULTING FE

Firm CRD#:

128474

SEC#:

801-77854

No. of Clients:

1787

Assets under Management

$549,915,491

No. of Advisors:

6

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