EVERCORE WEALTH MANAGEMENT, LLC

Tel: 212-822-7620 55 East 52nd Street 23rd Floor New York, New York 10055

About EVERCORE WEALTH MANAGEMENT, LLC

EVERCORE WEALTH MANAGEMENT, LLC is a New York, New York based financial advisory firm with nearly $12,271,567,390 in assets under management and provides investment advisory services for 4068 clients. There are currently 88 financial advisors at the firm.

General Information

Firm CRD#:

148399

Firm SEC#:

801-69645

Assets Under Management:

$12,271,567,390

No. of Clients:

4068

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops, Other (WE PROVIDE A MODEL PORTFOLIO TO ONE REGISTERED INVESTMENT ADVISOR)

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