Evercore Wealth Management, LLC
Evercore Wealth Management, LLC (CRD# 148399) is a financial advisory firm headquartered in New York, NY. They manage $12,271,567,390 in 4,068 accounts and serve the financial needs of clients across 40 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management12,272MILLION
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Total Number of Accounts4,068ACCOUNTS
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Average Account Value$3,016,609
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY
Financial Advisors at Evercore Wealth Management, LLC
No Advisor Found.
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