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EVERSTAR ASSET MANAGEMENT, LLC
EVERSTAR ASSET MANAGEMENT, LLC
MOORESVILLE, North Carolina
·
1 registered advisor
·
CRD# 313334
SEC# 801-128838
1
440-376-1629
01
Firm Overview
AUM
$131M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at EVERSTAR ASSET MANAGEMENT, LLC
1 registered advisor
Lee Christopher Larson
MOORESVILLE, North Carolina
CRD# 4758758
05
Office Locations
MOORESVILLE, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. EVERSTAR ASSET MANAGEMENT, LLC (CRD# 313334) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.