Overview
Assets Under Management: $167 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 41
Average Client Assets: $2.3 million
Frequently Asked Questions
EQUANIMITY FINANCIAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152050), EQUANIMITY FINANCIAL PARTNERS is subject to fiduciary duty under federal law.
EQUANIMITY FINANCIAL PARTNERS is headquartered in PASADENA, CA.
EQUANIMITY FINANCIAL PARTNERS serves 41 high-net-worth clients according to their SEC filing dated April 30, 2025. View client details ↓
According to their SEC Form ADV, EQUANIMITY FINANCIAL PARTNERS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
EQUANIMITY FINANCIAL PARTNERS manages $167 million in client assets according to their SEC filing dated April 30, 2025.
According to their SEC Form ADV, EQUANIMITY FINANCIAL PARTNERS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.76%
Average Client Assets: $2.3 million
Total Client Accounts: 643
Discretionary Accounts: 641
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 152050
Filing ID: 1982856
Last Filing Date: 2025-04-30 17:09:00