Andrea Everett LLC is a mid-sized advisory firm based in Danville. It manages $26 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.
Andrea Everett provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Andrea Everett LLC is $26 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Andrea Everett LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Andrea Everett LLC performs its advisory services is located at 390 Diablo Road, Danville, CA 94526, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-820-0848 or by fax 925-820-0827. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday.