EverSource Wealth Advisors is a fund manager in Birmingham with $1.19 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
815028704
SEC advisor number
801-119192
FINRA CRD number
286340
AUM ?
$2.69 bn
(as of 8 Mar 24)
Accounts
8,119
(as of 8 Mar 24)
Employees
59
(40 investment advisory or research)
Address
EverSource Wealth Advisors
1121 RIVERCHASE OFFICE RD.
BIRMINGHAM
AL 35244
1121 RIVERCHASE OFFICE RD.
BIRMINGHAM
AL 35244
Phone
205-982-5500
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Eversource Wealth Advisors, LLC | $1.19 bn | |
Eversource Capital Access Fund I, LLC | $5.34 mm | Private Equity Fund |
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
25 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Feb 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22