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EVEREST FINANCIAL ADVISORS, LLC
CRD 152866
9720 STIRLING ROAD, #107, COOPER CITY, FL, 33024, United States
Phone
954-233-1960
Fax
954-283-1945
Registration
— (—)
Source
State registered
Total AUM
$62.1M
Discretionary AUM
$61.5M
Team
2 total employees; 2 advisory reps; 22 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARES IN THIRD PARTY ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $39.3M |
| High net worth individuals | 20 | $22.6M |
| Corporations/business entities | 1 | $87K |
All web addresses on file
Official SEC filing: View on IAPD