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EVEREST FINANCIAL GROUP

EVEREST FINANCIAL GROUP LLC

CRD 137260 · SEC 801-67635

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701 XENIA AVE S, SUITE 250, MINNEAPOLIS, MN, 55416-1029, United States

Phone

763-923-7525

Fax

763-923-7535

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.00B

Discretionary AUM

$989.4M

Team

12 total employees; 12 advisory reps; 6 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGER

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals1590$380.8M
High net worth individuals350$621.7M

States served

AZ, CA, CO, GA, IL, IA, LA, MI, MN, NE, NY, ND, OR, PA, VA, WI, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD