Equifinancial LLC

Overview

Equifinancial LLC is organized as a corporation and has been SEC-registered since 2006. Ownership is listed as individual, and the firm's classification in the dataset is “unclassified.” The record indicates the firm is not a capital allocator and it does not identify as an active ESG investor. FINTRX also flags the firm as not operating as a multistate adviser, not serving as a pension consultant, and not marked as a related adviser. The dataset does not specify the firm's advisory activities, client segments, or fee structure, so there is no public breakdown of its service model or target clientele in this record.

Assets & Accounts

Location & Offices