EVERWEST ADVISORS LLC

SAGARD REAL ESTATE ADVISORS AS OF OCTOBER 16, 2023
DENVER, Colorado·11 registered advisors·CRD# 167125
SEC# 801-787241303-986-2222
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
103
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Other: AN AFFILIATE MAY RECEIVE REAL ESTATE ACQUISITION & OTHER FEES
03

Specialties

Retirement PlanningWealth Management
04

Advisors at EVERWEST ADVISORS LLC

11 registered advisors
Bruce Allen Rifkin
DENVER, Colorado
David Earl Ramsay
DENVER, Colorado
Gary Albert Doer
DENVER, Colorado
Jay Kennedy Alexander
DENVER, Colorado
Jeffrey David Bennis
DENVER, Colorado
Keith Blackmer Wright
DENVER, Colorado
Larry Allen Lance
DENVER, Colorado
Mark Alexander Hoopes
DENVER, Colorado
Michael Scott Warren
DENVER, Colorado
Paul Duncan Andrews
DENVER, Colorado
Richard Wayne Stone
DENVER, Colorado
05

Office Locations

DENVER, Colorado
11 advisors

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Data sourced from SEC Form ADV filings. EVERWEST ADVISORS LLC (CRD# 167125) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.