Equifinancial LLC

Overview

Equifinancial LLC is organized as a corporation and is registered with the SEC since 2006. The dataset lists the firm as owned by an individual and classifies it as "unclassified" for manager type. Several adviser attributes are flagged negative: the firm is not identified as a capital allocator, is not an active ESG investor, and is not designated a multi-state adviser. Other typical profile details such as client segments, fee schedules, stated business lines, and specific advisory activities are not provided in the available data. The record also notes the firm is not a newly formed adviser, not a pension consultant, and not recorded as a related adviser.

Assets & Accounts

Location & Offices