EVEREST FINANCIAL GROUP LLC

EVEREST FINANCIAL GROUP
MINNEAPOLIS, Minnesota·8 registered advisors·CRD# 137260
SEC# 801-676355763-923-7525
01

Firm Overview

AUM
$829M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGER
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at EVEREST FINANCIAL GROUP LLC

8 registered advisors
James Andrew Michaels
MINNEAPOLIS, Minnesota
James Joseph Matejcek
MINNEAPOLIS, Minnesota
John William Mackimm
MINNEAPOLIS, Minnesota
King Samuel Kearns
MINNEAPOLIS, Minnesota
Nikolas Paul Wogstad
MINNEAPOLIS, Minnesota
Tai Hwee Stanley Diong
MINNEAPOLIS, Minnesota
Tiow Keng Chan
MINNEAPOLIS, Minnesota
William Eugene Hunstock
MINNEAPOLIS, Minnesota
05

Office Locations

MINNEAPOLIS, Minnesota
8 advisors

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Data sourced from SEC Form ADV filings. EVEREST FINANCIAL GROUP LLC (CRD# 137260) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.