Everest Financial Group

RIASEC RegisteredEst. 2007
Total AUM
$1B
Discretionary
$989M
99% of AUM
Avg account
$223K
Accounts
4,505
Employees
12
Advisory reps
12

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
137260
Registered since
March 30, 2007
Website
www.everestfg.us
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI62.02%
  • Individuals37.98%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Everest Financial Group is an independent, SEC-registered registered investment adviser operating as an LLC since 2007. The firm focuses on individual and family clients and provides fee-based advice through percentage-of-AUM billing alongside hourly and fixed-fee engagements. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, selection of outside managers, and investor education programs. The firm is identified as a capital allocator, indicating an active role in placing client capital with external managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 41%, Other 3%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 1%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities41%
  • Other3%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%

Contacts

3 of 12
  • Nikolas Wogstad

    Nikolas Wogstad

    ​Senior PartnerCRD 2522891

  • Julieann Schroeder

    Julieann Schroeder

    Financial AdvisorCRD 1941592

  • James Matejcek

    James Matejcek

    President, Senior PartnerCRD 2412649

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 145

Active vs passive

$343M in ETFs

Passive

77%

$262M

Active

21%

$80.2M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 REVENUE ETF (RWL)InvescoPassiveLarge Value$32.2M252,0199.40%
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Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
701 Xenia Ave S
Time zone
CT (UTC-6)
Office locations

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