Equity Shift, Inc.

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
309841
Registered since
May 5, 2021

Firm profile

FINTRX

Overview

Equity Shift, Inc. is organized as a corporation and is listed in FINTRX as SEC-registered in 2021. Ownership is recorded as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" and is not identified as a capital allocator. FINTRX indicates the firm is not an active ESG investor, is not a multistate adviser, and is not designated a pension consultant or related adviser. The firm has not provided detail on core business activities, advisory services, fee schedules, or its client segments in the data source, so there is limited visibility into its target markets or service model.

Assets & Accounts

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

Owners & executives

3 of 3
  • Thomas Gordon

    Thomas Gordon

    Chief Executive OfficerCRD 7270771

  • William Duckett

    William Duckett

    COO & Co-FounderCRD 7270660

  • William Portwood

    CFOCRD 4853700

Contacts

3 of 5
  • Abigail Roush

    Abigail Roush

    DirectorCRD 8208524

  • Jaime Torres

    Jaime Torres

    Senior Vice PresidentCRD 3138407

  • Colby Hagen

    Colby Hagen

    Vice PresidentCRD 8115571

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth