EVEREST FINANCIAL ADVISORS, LLC

EVEREST FINANCIAL ADVISORS, LLC of COOPER CITY, FL is an SEC-registered investment adviser (CRD 152866). Regulatory assets under management: $62.1M.

Registration

• CRD: 152866
• Type: Registered investment adviser
• Location: 9720 STIRLING ROAD, COOPER CITY, FL, 33024
• Phone: 954-233-1960
• Latest filing: 2026-01-22
• Regulatory AUM: $62.1M
• Discretionary AUM: $61.5M
• Non-discretionary AUM: $610K
• Clients: 2
• Accounts: 479

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152866 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search