Investment adviser · CRD 128474
EVEREST CONSULTANTS, LLC
Investment adviser filing (IA)
SYRACUSE, NY, United States · Form ADV filed Mar 17, 2025
- Regulatory AUM
- $633M Form ADV · Item 5.F
- Client accounts
- 1,743 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 96 | $318,438,605 | 50.3% |
| Retirement plans | 84 | $224,284,950 | 35.4% |
| Individuals | 275 | $75,186,070 | 11.9% |
| Corporations & businesses | 19 | $8,346,543 | 1.3% |
| Charities | 3 | $6,861,008 | 1.1% |
Filing source
Form ADV 1953085 · Mar 17, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 17, 2025. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
443 NORTH FRANKLIN STREET, SUITE 210SYRACUSE, NY, 13204, United States
CRD 128474
Filing source
Form ADV 1953085 · Mar 17, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.