Aequitas Financial, LLC
RIAState Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$80.4K
Accounts
18
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325830
- Website
- www.aequitasfp.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aequitas Financial, LLC is an independent, owner-operated advisory firm organized as an LLC that focuses on individuals and families. It is state-registered in California and Utah and offers financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm bills clients through a mix of AUM fees, hourly charges, and fixed fees. Aequitas reports being an active ESG investor and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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