EQUIUS PARTNERS, INC.
Total AUM
$1B
Employees
14Clients
476Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3 HAMILTON LANDING
SUITE 260
NOVATO
CA 94949
United States
SUITE 260
NOVATO
CA 94949
United States
Operating Hours
8:00 A.M. TO 5:00P.M.
Monday - Friday
Monday - Friday
Phone
415-382-2500
Financials
Total AUM
$1B
Accounts
1,137Discretionary
$983M
Accounts
1,131Non-Discretionary
$26.7M
Accounts
6
Clients
Individual Clients
265AUM
$84M
HNW Individual Clients
191AUM
$754.2M
Pension/Profit Sharing Plan Clients
9AUM
$78.4M
Charitable Organization Clients
1AUM
$17.1M
Corporation or Business Clients
10AUM
$75.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAINMANYORTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.