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Building 2EQUUS PRIVATE WEALTH MANAGEMENT LLC

Map pinCARBONDALE, CO
Phone970-963-9254
NotebookSEC #801-68046
Total AUM
$79.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 MAIN STREET
SUITE 306
CARBONDALE
CO 81623
United States
Operating Hours
7AM - 4PM
Monday - Friday
Phone
970-963-9254

ReceiptFinancials

Total AUM
$79.5M
Accounts
10
Discretionary
$79.5M
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CO

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

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