Everest Management Corp.

Everest Management Corp. (CRD# 142945) is a financial advisory firm headquartered in Cupertino, CA. They manage $222,382,726 in 329 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10080 N. Wolfe Road, Suite Sw3-100, Cupertino, CA 95014
https://www.linkedin.com/company/everest-management-corp/
By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    329
    ACCOUNTS
  • Average Account Value
    $675,935
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Everest Management Corp.
Showing 1 - 2 of 2 top financial advisors.
1
Ramprasad Satagopan, financial advisor Cupertino CA
Ramprasad Satagopan
CRD#: 5273980
10080 N. Wolfe Road, Suite Sw3-100, Cupertino, CA 95014

Ramprasad Satagopan (CRD# 5273980) is an Investment Advisor Representative working at Everest Management Corp. in Cupertino, CA and has over 17 years of experience in the finance industry.

2
Ranga Srinivasan, financial advisor Cupertino CA
Ranga Srinivasan
CRD#: 5273981
10080 N. Wolfe Road, Suite Sw3-100, Cupertino, CA 95014

Ranga Srinivasan (CRD# 5273981) is an Investment Advisor Representative working at Everest Management Corp. in Cupertino, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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