EQUINUM, LLC
Total AUM
$566M
Employees
5Clients
214Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3611 14TH AVENUE, SUITE 221
BROOKLYN
NY 11218
United States
BROOKLYN
NY 11218
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
718-480-5600
Other Offices
2
Financials
Total AUM
$566M
Accounts
498Discretionary
$541.5M
Accounts
485Non-Discretionary
$24.5M
Accounts
13
Clients
Individual Clients
54AUM
$29.2M
HNW Individual Clients
92AUM
$259.2M
Pension/Profit Sharing Plan Clients
21AUM
$36.2M
Charitable Organization Clients
38AUM
$224.1M
Corporation or Business Clients
9AUM
$17.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANJNY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.