EQUANIMITY FINANCIAL PARTNERS

RIASEC RegisteredEst. 2009

Total AUM

$167M

Discretionary

$166M

100% of AUM

Avg account

$259K

Accounts

643

Employees

Advisory reps

Firm details

Headquarters: PASADENA, California
CRD number: 152050
Registered since: December 15, 2009
Website: www.hbawealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI55.76%
Individuals36.96%
Pension & Profit Sharing Plans7.28%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Equanimity Financial Partners is an independent registered investment advisor (RIA) established in 2009. The firm operates as a limited liability company and is owned by an individual. It serves a diverse client base that includes both individuals and families, as well as institutional clients. The firm specializes in providing financial planning services, portfolio management for individuals and small businesses, and pension consulting services. Equanimity Financial Partners does not actively engage in ESG investing and is not classified as a multi-state adviser. The firm employs a fee structure that includes a percentage of assets under management (AUM) and fixed fees.