Overview
Assets Under Management: $274 million
Headquarters: DEERFIELD, IL
High-Net-Worth Clients: 76
Average Client Assets: $1.9 million
Frequently Asked Questions
EQUITRUST FINANCIAL GROUP, LTD. 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 #113941), EQUITRUST FINANCIAL GROUP, LTD. is subject to fiduciary duty under federal law.
EQUITRUST FINANCIAL GROUP, LTD. is headquartered in DEERFIELD, IL.
EQUITRUST FINANCIAL GROUP, LTD. serves 76 high-net-worth clients according to their SEC filing dated February 01, 2018. View client details ↓
According to their SEC Form ADV, EQUITRUST FINANCIAL GROUP, LTD. offers financial planning and portfolio management for individuals. View all service details ↓
EQUITRUST FINANCIAL GROUP, LTD. manages $274 million in client assets according to their SEC filing dated February 01, 2018.
According to their SEC Form ADV, EQUITRUST FINANCIAL GROUP, LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.39%
Average Client Assets: $1.9 million
Total Client Accounts: 575
Discretionary Accounts: 570
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 113941
Filing ID: 1159480
Last Filing Date: 2018-02-01 10:15:00