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Building 2AEQUITAS INVESTMENT ADVISORS, LLC

Map pinHINGHAM, MA
Phone781-740-1199
NotebookSEC #801-110328
Total AUM
$826.1M
Employees
8
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
175 DERBY ST
SUITE 24
HINGHAM
MA 02043
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
781-740-1199

ReceiptFinancials

Total AUM
$826.1M
Accounts
1,238
Discretionary
$0
Accounts
0
Non-Discretionary
$826.1M
Accounts
1,238

ContactClients

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Individual Clients
33
AUM
$19.2M
HNW Individual Clients
147
AUM
$690.4M
Charitable Organization Clients
9
AUM
$116.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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