EVEREST CONSULTANTS, LLC
CRD #128474 SEC #801-77854 SYRACUSE, NY 315-234-8173
SEC Registered
Total AUM
$633.1M
Discretionary
$462.5M
Employees
5
Clients
--
Accounts
1,743
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $633.1M | $462.5M | $170.6M | 5 | 0 |
| Jan 2025 | $549.9M | $384.2M | $165.7M | 6 | 0 |
| Mar 2024 | $549.9M | $384.2M | $165.7M | 6 | 0 |
| Mar 2023 | $446M | $314.5M | $131.4M | 6 | 0 |
| Mar 2022 | $538.6M | $371M | $167.7M | 6 | 0 |
| Sep 2021 | $433.1M | $293.1M | $140M | 6 | 0 |
| Aug 2021 | $433.1M | $293.1M | $140M | 6 | 0 |
| Mar 2021 | $433.1M | $293.1M | $140M | 6 | 0 |
| Jun 2020 | $380.5M | $249.9M | $130.6M | 6 | 0 |
| Mar 2020 | $380.5M | $249.9M | $130.6M | 6 | 0 |
| Mar 2019 | $324M | $271M | $52.9M | 6 | 0 |
| Mar 2019 | $324M | $271M | $52.9M | 6 | 0 |
| Mar 2018 | $342.5M | $253.4M | $89M | 6 | 0 |
| Mar 2017 | $313.3M | $277.7M | $35.6M | 7 | 400 |
| Oct 2016 | $279.3M | $243.3M | $36.1M | 7 | 400 |
| Apr 2016 | $279.3M | $243.3M | $36.1M | 7 | 400 |
| Mar 2016 | $279.3M | $243.3M | $36.1M | 7 | 400 |
| Apr 2015 | $253.2M | $188.5M | $64.7M | 5 | 300 |
| Feb 2015 | $253.2M | $188.5M | $64.7M | 5 | 300 |
| Jan 2015 | $253.2M | $188.5M | $64.7M | 5 | 300 |
| May 2014 | $216.3M | $144.5M | $71.8M | 5 | 300 |
| Mar 2014 | $216.3M | $144.5M | $71.8M | 5 | 300 |
| Mar 2013 | $105.4M | $105.4M | $0 | 4 | 300 |
DateMar 2025
Total AUM$633.1M
Discretionary$462.5M
Non-Disc.$170.6M
Employees5
Clients0
DateJan 2025
Total AUM$549.9M
Discretionary$384.2M
Non-Disc.$165.7M
Employees6
Clients0
DateMar 2024
Total AUM$549.9M
Discretionary$384.2M
Non-Disc.$165.7M
Employees6
Clients0
DateMar 2023
Total AUM$446M
Discretionary$314.5M
Non-Disc.$131.4M
Employees6
Clients0
DateMar 2022
Total AUM$538.6M
Discretionary$371M
Non-Disc.$167.7M
Employees6
Clients0
DateSep 2021
Total AUM$433.1M
Discretionary$293.1M
Non-Disc.$140M
Employees6
Clients0
DateAug 2021
Total AUM$433.1M
Discretionary$293.1M
Non-Disc.$140M
Employees6
Clients0
DateMar 2021
Total AUM$433.1M
Discretionary$293.1M
Non-Disc.$140M
Employees6
Clients0
DateJun 2020
Total AUM$380.5M
Discretionary$249.9M
Non-Disc.$130.6M
Employees6
Clients0
DateMar 2020
Total AUM$380.5M
Discretionary$249.9M
Non-Disc.$130.6M
Employees6
Clients0
DateMar 2019
Total AUM$324M
Discretionary$271M
Non-Disc.$52.9M
Employees6
Clients0
DateMar 2019
Total AUM$324M
Discretionary$271M
Non-Disc.$52.9M
Employees6
Clients0
DateMar 2018
Total AUM$342.5M
Discretionary$253.4M
Non-Disc.$89M
Employees6
Clients0
DateMar 2017
Total AUM$313.3M
Discretionary$277.7M
Non-Disc.$35.6M
Employees7
Clients400
DateOct 2016
Total AUM$279.3M
Discretionary$243.3M
Non-Disc.$36.1M
Employees7
Clients400
DateApr 2016
Total AUM$279.3M
Discretionary$243.3M
Non-Disc.$36.1M
Employees7
Clients400
DateMar 2016
Total AUM$279.3M
Discretionary$243.3M
Non-Disc.$36.1M
Employees7
Clients400
DateApr 2015
Total AUM$253.2M
Discretionary$188.5M
Non-Disc.$64.7M
Employees5
Clients300
DateFeb 2015
Total AUM$253.2M
Discretionary$188.5M
Non-Disc.$64.7M
Employees5
Clients300
DateJan 2015
Total AUM$253.2M
Discretionary$188.5M
Non-Disc.$64.7M
Employees5
Clients300
DateMay 2014
Total AUM$216.3M
Discretionary$144.5M
Non-Disc.$71.8M
Employees5
Clients300
DateMar 2014
Total AUM$216.3M
Discretionary$144.5M
Non-Disc.$71.8M
Employees5
Clients300
DateMar 2013
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees4
Clients300