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Evercore Wealth Management LLC

EST. AUM
$15,515,905,140

CONTACTS
18

CLIENT ACCOUNTS
4,895

Firm Details

Metro area New York City
CRD Number 148399
Website evercorewealthmanagement.com
Client types

Overview

Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling approximately $12.2 billion. Additonally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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