EVERWEST ADVISORS LLC

SAGARD REAL ESTATE ADVISORS AS OF OCTOBER 16, 2023
DENVER, Colorado·2 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
2
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

2 registered advisors
David Earl Ramsay
DENVER, Colorado
Mark Alexander Hoopes
DENVER, Colorado
05

Office Locations

DENVER, Colorado
2 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.