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 that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Founded with SEC registration in 2021 and owned by an individual, Equita charges a mix of percentage‑of‑AUM, hourly, and fixed fees and identifies itself as a capital allocator. The firm does not position itself as an ESG investor. One industry recognition listed for the firm is inclusion 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%
Contacts
3 of 16JENNIFER DAZOLS
FounderCRD 4690383
Margaret Bonner
Associate Financial PlannerCRD 7924640
CATHLEEN McKEE
Financial Planning SpecialistCRD 7864827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$327M in ETFs
63%
$204M
38%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $48.3M | 150,648 | 14.80% |
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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