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Everest Financial Group LLC

● SEC registered since 2007CRD 137260SEC# 801-67635Minneapolis, MN
Export (members)
Reg. AUM
$912.4M
Employees
12
Accounts
4,667
Location
Minneapolis, MN

Everest Financial Group LLC assets under management

Everest Financial Group LLC is an SEC-registered investment adviser based in Minneapolis, MN. The firm has been registered since 2007. It reports $912.4 million in regulatory assets under management and employs 12 people.
www.sincerefinancial.comView on SEC.gov ↗

Everest Financial Group LLC owners & executives

5 reported
NameTitleOwnershipSince
James Joseph Matejcek ControlPresident / Chief Compliance Officer10-25%2021
John William MacKimm ControlMember10-25%2020
Nikolas Paul Wogstad ControlMember/Chief Financial Officer/Treasurer10-25%2020
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Frequently asked questions

How much does Everest Financial Group LLC manage?

Everest Financial Group LLC reports $912.4 million in regulatory assets under management on its Form ADV.

How many employees does Everest Financial Group LLC have?

Everest Financial Group LLC reports 12 employees.

Where is Everest Financial Group LLC located?

Everest Financial Group LLC is based in Minneapolis, MN and has been SEC-registered since 2007.

Does Everest Financial Group LLC disclose fund performance?

Everest Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address701 Xenia Ave S, Suite 250, Minneapolis, MN 55416-1029
Phone763-923-7525
Fax763-923-7535
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$900.7M
Non-discretionary$11.7M
Total (RAUM)$912.4M