Allocator Index · CRD 286340
EVERSOURCE WEALTH ADVISORS, LLC
Birmingham, AL · 205-982-5515 · reinholdfinancial.com/
Fit score
74
- real_estate_fund+40
- hnw>=500+22
- aum $3.0B-$10.0B+8
- employees 61-200+4
HNW clients
1,540
Other individuals
1,715
HNW assets
$2.99B
Total AUM
$5.1B
Employees
76
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| EVERSOURCE CAPITAL ACCESS FUND I, LLC | Real Estate Fund | $9.4M |