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EQUITY MANAGEMENT GROUP
805-491-3245
SEC #801-29843Total AUM
$19.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
7AM-4PM;FRI 7AM-2PM
Monday - Friday
Monday - Friday
Phone
805-491-3245
Financials
Total AUM
$19.4M
Accounts
226Discretionary
$13.9M
Accounts
208Non-Discretionary
$5.6M
Accounts
18
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.