Equitta Advisors LLC
Firm details
- Headquarters
- Milford, Ohio
- CRD number
- 288351
- Website
- www.equitta.com
- Custodians
- ALTRUIST FINANCIAL LLC, ALLIANZ LIFE FINANCIAL SERVICES, LLC, JACKSON NATIONAL LIFE DISTRIBUTORS LLC, SAMMONS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.82%
- Individuals23.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Equitta Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker and seller of other financial products. Its fee model combines a percentage-of-AUM component with fixed fees. Equitta does not identify as an active ESG investor.
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 Equities76%
- Non-Exchange Traded Equities21%
- Cash & Cash Equivalents3%
Contacts
2 of 2
James Pommert
FounderCRD 5487521
John Niebauer
Investment Adviser RepresentativeCRD 7383405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Milford, OH
Clermont
Location
Milford, OH
Headquartered in Milford, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Clermont
- Address
- 220 Mill St
- Time zone
- ET (UTC-5)
- Office locations
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