National Retirement Planning Experts

National Coverage
Local Professionals

EVERSTAR ASSET MANAGEMENT, LLC

Tel: 440-376-1629
108 Gateway Blvd.
Suite 103
Mooresville, North Carolina  28117

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

EVERSTAR ASSET MANAGEMENT, LLC

EVERSTAR ASSET MANAGEMENT, LLC is a Mooresville, North Carolina based financial advisory firm with nearly $131,435,199 in assets under management and provides investment advisory services for 700 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Performance Based

Firm CRD#:

313334

SEC#:

801-128838

No. of Clients:

700

Assets under Management

$131,435,199

No. of Advisors:

10

More Financial Advisory Firms in Mooresville, North Carolina

Financial Advisory FirmFirm CRD#No. of Advisors
CAPTRUST 1751121554
ALLSPRING GLOBAL INVESTMENTS, LLC 1049731015
BARINGS LLC 106006985
ALLSPRING FUNDS MANAGEMENT, LLC 110841513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 10731231
STERLING CAPITAL MANAGEMENT LLC 135405181

More Firms in Mooresville, North Carolina >>