Everest Management Corp.

Everest Management Corp. (CRD# 142945) is a financial advisory firm headquartered in , . They manage $15,200,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $723,810
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Everest Management Corp.
Showing 1 - 2 of 2 top financial advisors.
1
Ramprasad Satagopan
CRD#: 5273980
Los Gatos, CA
93
Wealthminder
score

Ramprasad Satagopan (CRD# 5273980) is an Investment Advisor Representative working at Everest Management Corp. in Los Gatos, CA and has over 10 years of experience in the finance industry.

2
Ranga Srinivasan
CRD#: 5273981
Los Gatos, CA
93
Wealthminder
score

Ranga Srinivasan (CRD# 5273981) is an Investment Advisor Representative working at Everest Management Corp. in Los Gatos, CA and has over 9 years of experience in the finance industry.

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