Equity Shift, Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 309841
- Registered since
- May 5, 2021
- Website
- equityshift.com
Firm profile
FINTRXOverview
Equity Shift, Inc. is organized as a corporation and registered with the SEC in 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" in the available data and does not identify itself as a capital allocator, pension consultant, related adviser, or active ESG investor. It also does not report operating as a multi-state adviser or as a newly formed adviser under the available attributes. The firm supplied no descriptive material about its advisory activities, business lines, client segments, fee structures, or affiliations, so its investment focus, service model, and target clients cannot be determined from the provided records.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3William Portwood
CFOCRD 4853700

William Duckett
COO & Co-FounderCRD 7270660
Thomas Gordon
Chief Executive OfficerCRD 7270771
Contacts
3 of 4
Phillip Roberts
Vice President of SalesCRD 6182908
Michael Podvin
Director of OperationsCRD 5944568

Colby Hagen
Vice PresidentCRD 8115571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 434 Fayetteville St
- Time zone
- ET (UTC-5)
- Office locations
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