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Building 2EQUITY ASSETS MANAGEMENT, INC.

Map pinSTEAMBOAT SPRINGS, CO
Phone970-879-1189
NotebookSEC #801-60026
Total AUM
$7.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2155 RESORT DRIVE
SUITE 108
STEAMBOAT SPRINGS
CO 80487
USA
Operating Hours
9:30-4:30 EST
Monday - Friday
Phone
970-879-1189

ReceiptFinancials

Total AUM
$7.6M
Accounts
171
Discretionary
$7.6M
Accounts
171
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC Violation Finding
State Registrations
CACOFLKYMONYTX

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

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