Equita Financial Network, Inc.

RIASEC RegisteredEst. 2021
Total AUM
$391M
Discretionary
$391M
100% of AUM
Avg account
$296K
Accounts
1,321
Employees
19
Advisory reps
18

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

FINTRX

Overview

Equita Financial Network, Inc. is an independent registered investment adviser that positions itself as a fee-for-service wealth manager for individuals and families. The firm operates under an owner-managed structure and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its billing blends asset-based fees with hourly and fixed-fee arrangements. Equita does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser. The firm received recognition on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 79%, Public Funds/Mutual Funds 17%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%79%
  • Exchange Traded Equities79%
  • Public Funds/Mutual Funds17%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%
  • State & Local Bonds1%

Contacts

3 of 18
  • Jennifer Dazols

    Jennifer Dazols

    FounderCRD 4690383

  • Margaret Bonner

    Associate Financial PlannerCRD 7924640

  • Cathleen McKEE

    Cathleen McKEE

    Financial Planning SpecialistCRD 7864827

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 84

Active vs passive

$369M in ETFs

Passive

62%

$230M

Active

38%

$139M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$57.2M154,47215.49%
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Location

Primary office

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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