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Ramprasad Satagopan

EVEREST MANAGEMENT CORP.·CUPERTINO, California
Clean recordEVEREST MANAGEMENT CORP.
10080 N. WOLFE ROAD, CUPERTINO, CA 95014CRD# 5273980Firm CRD# 142945

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ramprasad Satagopan · CUPERTINO, CA
Registration
CRD #5273980 · EVEREST MANAGEMENT CORP.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ramprasad Satagopan is a registered financial advisor based in CUPERTINO, California, affiliated with EVEREST MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EVEREST MANAGEMENT CORP.
EVEREST MANAGEMENT CORP.
AUM
$222M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at EVEREST MANAGEMENT CORP. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5273980
Firm CRD# 142945
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ramprasad Satagopan offer?
Ramprasad Satagopan specializes in Financial Planning, Investment Management. Contact their office in CUPERTINO, California for a consultation.
What are Ramprasad Satagopan's credentials?
Ramprasad Satagopan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ramprasad Satagopan located?
Ramprasad Satagopan is based in CUPERTINO, California, working with EVEREST MANAGEMENT CORP.. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does Ramprasad Satagopan charge for services?
Ramprasad Satagopan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVEREST MANAGEMENT CORP.?
EVEREST MANAGEMENT CORP. has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVEREST MANAGEMENT CORP.

Ranga Srinivasan
CUPERTINO, CA

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