Overview
Assets Under Management: $1.0 billion
Headquarters: NOVATO, CA
High-Net-Worth Clients: 191
Average Client Assets: $3.9 million
Frequently Asked Questions
EQUIUS PARTNERS, INC. 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 #110450), EQUIUS PARTNERS, INC. is subject to fiduciary duty under federal law.
EQUIUS PARTNERS, INC. is headquartered in NOVATO, CA.
EQUIUS PARTNERS, INC. serves 191 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, EQUIUS PARTNERS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
EQUIUS PARTNERS, INC. manages $1.0 billion in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, EQUIUS PARTNERS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 191
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.70%
Average Client Assets: $3.9 million
Total Client Accounts: 1,137
Discretionary Accounts: 1,131
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 110450
Filing ID: 1747907
Last Filing Date: 2023-03-31 15:57:00