EQUINOX FINANCIAL ADVISORS, INC.

Overview

Equinox Financial Advisors, Inc. is an independent registered investment adviser focused on individual and family clients, with service emphasis on financial planning and portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and also offers hourly planning engagements, indicating it serves both ongoing wealth management relationships and project-based planning clients. Investment activity is tilted strongly toward equities. The firm's reported asset mix shows a clear preference for exchange-traded equities, which act as the core of client portfolios. Equinox does not identify as an active ESG investor. Business activity listed as “accountant” suggests tax-aware planning and reporting capabilities are likely embedded in client advice and portfolio decisions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices