EQUITY ARMOR INVESTMENTS

RIASEC RegisteredEst. 2019

Total AUM

$184M

Discretionary

$184M

100% of AUM

Avg account

$1.5M

Accounts

121

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 156327
Registered since: September 3, 2019
Website: www.equityarmorinvestments.com
Custodians: CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other Investment Advisers42.29%
Investment Companies37.74%
Individuals19.96%
Services: Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Equity Armor Investments is a limited liability company that registered with the SEC in 2019 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients. It operates as a CPO/CTA and offers portfolio management services for individuals, small businesses, and investment companies. Compensation comes through a combination of percentage-of-assets-under-management fees and performance-based fees. The firm does not identify as an active ESG investor.

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

Exchange Traded Equities92%
Derivatives5%
Cash & Cash Equivalents3%

Owners & executives

3 of 3

JOSEPH TIGAY
Chief Trading OfficerCRD 5910624
AFSHIN RAHBARI
CEO and Investment Advisor RepresentativeCRD 2178116
BRIAN STUTLAND
Chief Investment Officer, Investment Advisor RepresentativeCRD 4560863