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Building 2EAN EQUITY FINANCIAL SERVICES LLC

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Phone410-340-4973
NotebookSEC #801-118479
Total AUM
$144.7M
Employees
1
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM TO 5 PM EASTERN
Monday - Friday
Phone
410-340-4973

ReceiptFinancials

Total AUM
$144.7M
Accounts
154
Discretionary
$77.2M
Accounts
85
Non-Discretionary
$67.4M
Accounts
69

ContactClients

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Individual Clients
26
AUM
$12.5M
HNW Individual Clients
38
AUM
$132.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDVA

HandshakeAffiliates

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

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