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Building 2EQUIUS PARTNERS, INC.

Map pinNOVATO, CA
Phone415-382-2500
NotebookSEC #801-20786
Total AUM
$1B
Employees
14
Clients
476

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 HAMILTON LANDING
SUITE 260
NOVATO
CA 94949
United States
Operating Hours
8:00 A.M. TO 5:00P.M.
Monday - Friday
Phone
415-382-2500

ReceiptFinancials

Total AUM
$1B
Accounts
1,137
Discretionary
$983M
Accounts
1,131
Non-Discretionary
$26.7M
Accounts
6

ContactClients

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Individual Clients
265
AUM
$84M
HNW Individual Clients
191
AUM
$754.2M
Pension/Profit Sharing Plan Clients
9
AUM
$78.4M
Charitable Organization Clients
1
AUM
$17.1M
Corporation or Business Clients
10
AUM
$75.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAINMANYORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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