E
CRD: 142020
Everglades Resources, Inc.
Plantation, FL
9545848662
$31.4M Total AUM
$31.4M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-19-2002
- Office Locations
- 1
Office Locations
-- Plantation FL
About Everglades Resources, Inc.
Everglades Resources, Inc. is a Plantation-based RIA. The firm has been operating for 24 years. Managing $31.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
-- AVG AGE
$31.4M AVG AUM / ADVISOR
$604.0K AVG AUM / CLIENT
24.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Timber
Investment Vehicles
Timber capital
Services
Wave unison
Owner & Executives
S
STEVEN HENRY BUSCH
Founder, President
- CRD
- #2176747
- Ownership
- 75% or more
(589) 828-7623
bridge.horizon@deltacapital.com
in linkedin.com/in/pioneer-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,406,234 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,406,234 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,516,076
Cash:
15.6% Equity - Exchange:
26.2% Derivatives:
58.2% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $124,407,004 | 15.6% |
| Equity - Exchange | $208,939,968 | 26.2% |
| Derivatives | $464,133,821 | 58.2% |
| Total | $797,480,793 | 100.0% |