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Building 2EQUITA FINANCIAL NETWORK, INC.

Map pinFORT WASHINGTON, PA
Phone800.604.0176
NotebookSEC #801-120628
Total AUM
$391M
Employees
19
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 OFFICE CENTER DRIVE
SUITE 400
FORT WASHINGTON
PA 19034
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
800.604.0176
Other Offices
18

ReceiptFinancials

Total AUM
$391M
Accounts
1,321
Discretionary
$390.9M
Accounts
1,319
Non-Discretionary
$60.5K
Accounts
2

ContactClients

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Individual Clients
124
AUM
$91.4M
HNW Individual Clients
310
AUM
$299.4M
Charitable Organization Clients
1
AUM
$162.5K

Briefcase businessServices

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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
AZCACOCTFLGAILMAMIMNMONCNMNYOHORPATNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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