Equita Financial Network, Inc.
Firm details
- Headquarters
- Fort Washington, Pennsylvania
- CRD number
- 277031
- Registered since
- March 26, 2021
- Website
- www.equitafn.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.57%
- Individuals23.39%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Equita Financial Network, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm is SEC-registered (registered in 2021) and positions itself as a capital allocator for private clients, primarily serving individuals and families. Its billing mixes AUM-based fees with hourly and fixed-fee engagements. Advisory services listed in filings include comprehensive financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Filings indicate Equita does not identify as an active ESG investor. The firm received a placement on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$366M in ETFs
66%
$240M
34%
$126M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $59.8M | 159,866 | 16.37% |
Location
Fort Washington, PA
Montgomery
Location
Fort Washington, PA
Headquartered in Fort Washington, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 500 Office Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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