EQUILUS GROUP INC

Overview

Equilus Group Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Equilus describes itself as a capital allocator and charges clients via a mix of percentage-of-AUM, hourly, and subscription-fee arrangements. The firm is not identified as an active ESG investor and the snapshot does not label it a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices