Equity Financial Management
RIAState Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$425K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 318594
- Website
- www.equityfinancialllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.47%
- Individuals23.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Equity Financial Management is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients (including small-business portfolios) and provides financial planning and discretionary portfolio management. Its fee model is a percentage of assets under management. The firm identifies a fixed-income orientation, does not market itself as an active ESG investor, and is not structured as a multi-state or pension consulting adviser.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds70%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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