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Building 2EQUITAS AMERICA, LLC

Map pinFARMINGTON HILLS, MI
Phone248-848-7500
NotebookSEC #801-62940
Total AUM
$141M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
38505 COUNTRY CLUB DRIVE
SUITE 110
FARMINGTON HILLS
MI 48331
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
248-848-7500

ReceiptFinancials

Total AUM
$141M
Accounts
968
Discretionary
$45.2M
Accounts
296
Non-Discretionary
$95.9M
Accounts
672

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CAFLKYMINCNJNYOHPASCTNTXWI

HandshakeAffiliates

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

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