EQUIFINANCIAL LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
136708
Registered since
January 5, 2006

Firm profile

FINTRX

Overview

Equifinancial LLC is a corporation registered with the SEC since 2006 and listed as owned by an individual. The firm is classified as unclassified in the source data and does not present itself as a capital allocator. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or as having a related adviser. Public disclosures provided to the data source are sparse: the firm has not outlined a client base, fee structure, advisory activities, or other business lines in the available record. The limited profile suggests a very small or lightly disclosed advisory operation rather than a firm with a broad public-facing advisory platform.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DAVID WILSON

    Managing MemberCRD 1359763

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1717 N Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth