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Building 2EQUINUM, LLC

Map pinBROOKLYN, NY
Phone718-480-5600
NotebookSEC #801-116824
Total AUM
$566M
Employees
5
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3611 14TH AVENUE, SUITE 221
BROOKLYN
NY 11218
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
718-480-5600
Other Offices
2

ReceiptFinancials

Total AUM
$566M
Accounts
498
Discretionary
$541.5M
Accounts
485
Non-Discretionary
$24.5M
Accounts
13

ContactClients

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Individual Clients
54
AUM
$29.2M
HNW Individual Clients
92
AUM
$259.2M
Pension/Profit Sharing Plan Clients
21
AUM
$36.2M
Charitable Organization Clients
38
AUM
$224.1M
Corporation or Business Clients
9
AUM
$17.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJNY

HandshakeAffiliates

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

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