EVEREST FINANCIAL GROUP
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
FINTRXOverview
Everest Financial Group is an independent SEC-registered registered investment adviser formed as an LLC in 2007 and owned by an individual. The firm serves primarily individual and family clients and acts as a capital allocator, blending financial planning with discretionary portfolio management for individuals, small businesses and institutions. Service offerings include selection of outside managers and educational workshops, and fee arrangements range across percentage-of-AUM, hourly and fixed-fee structures. The firm does not identify as an active ESG investor. Its advisory model combines direct portfolio management with the use of third-party funds and discretionary allocation decisions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities41%
- Other3%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Contacts
3 of 12NIKOLAS WOGSTAD
Senior PartnerCRD 2522891
JULIEANN SCHROEDER
Financial AdvisorCRD 1941592
JAMES MATEJCEK
President, Senior PartnerCRD 2412649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 128Active vs passive
$308M in ETFs
78%
$238M
21%
$69.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 REVENUE ETF (RWL) | Invesco | Passive | Large Value | $28.7M | 249,841 | 9.34% |
Location
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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