Evercore Wealth Management is an investment advisor in New York with $12.18 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
263502254
SEC advisor number
801-69645
FINRA CRD number
148399
AUM ?
$12.27 bn
(as of 29 Mar 24)
Accounts
4,068
(as of 29 Mar 24)
Employees
88
(59 investment advisory or research)
Address
Evercore Wealth Management
55 EAST 52ND STREET
23RD FLOOR
NEW YORK
NY 10055
55 EAST 52ND STREET
23RD FLOOR
NEW YORK
NY 10055
Phone
212-822-7594
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21