EVERSTAR ASSET MANAGEMENT, LLC - Financial Advisor in North Carolina, Mooresville

Tel: 440-376-1629 108 Gateway Blvd. Suite 103 Mooresville, North Carolina 28117

About EVERSTAR ASSET MANAGEMENT, LLC

EVERSTAR ASSET MANAGEMENT, LLC is a Mooresville, North Carolina based financial advisory firm with nearly $131,435,199 in assets under management and provides investment advisory services for 700 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

313334

Firm SEC#:

801-128838

Assets Under Management:

$131,435,199

No. of Clients:

700

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Performance Based

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Top Financial Advisory Firms in North Carolina, Mooresville

FirmCRD#:133978

SEC#:801-66945

No. of Advisors:16

No. of Clients:462

AUM:$312,332,592

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

NAMCOA

133978

801-66945

462

$312,332,592

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