Everest Financial Group LLC
● SEC registered since 2007CRD 137260SEC# 801-67635Minneapolis, MN
Reg. AUM
$1B
Employees
12
Accounts
4,505
Location
Minneapolis, MN
Everest Financial Group LLC assets under management
Everest Financial Group LLC is an SEC-registered investment adviser based in Minneapolis, MN. The firm has been registered since 2007. It reports $1 billion in regulatory assets under management and employs 12 people.
Everest Financial Group LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Joseph Matejcek Control | President / Chief Compliance Officer | 10-25% | 2021 |
| John William MacKimm Control | Member | 10-25% | 2020 |
| Nikolas Paul Wogstad Control | Member/Chief Financial Officer/Treasurer | 10-25% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Everest Financial Group LLC manage?
Everest Financial Group LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Everest Financial Group LLC have?
Everest Financial Group LLC reports 12 employees.
Where is Everest Financial Group LLC located?
Everest Financial Group LLC is based in Minneapolis, MN and has been SEC-registered since 2007.
Does Everest Financial Group LLC disclose fund performance?
Everest Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 701 Xenia Ave S, Suite 250, Minneapolis, MN 55416-1029 |
| Phone | 763-923-7525 |
| Fax | 763-923-7535 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1Bregulatory AUM
Discretionary $989.4MNon-discretionary $13.1M