Overview
Assets Under Management: $178 million
Headquarters: CARBONDALE, CO
High-Net-Worth Clients: 34
Average Client Assets: $5.2 million
Frequently Asked Questions
EQUUS PRIVATE WEALTH MANAGEMENT LLC 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 #144367), EQUUS PRIVATE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
EQUUS PRIVATE WEALTH MANAGEMENT LLC is headquartered in CARBONDALE, CO.
EQUUS PRIVATE WEALTH MANAGEMENT LLC serves 34 high-net-worth clients according to their SEC filing dated March 13, 2018. View client details ↓
According to their SEC Form ADV, EQUUS PRIVATE WEALTH MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
EQUUS PRIVATE WEALTH MANAGEMENT LLC manages $178 million in client assets according to their SEC filing dated March 13, 2018.
According to their SEC Form ADV, EQUUS PRIVATE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $5.2 million
Total Client Accounts: 34
Discretionary Accounts: 34
Regulatory Filings
CRD Number: 144367
Filing ID: 1181648
Last Filing Date: 2018-03-13 16:58:00