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Building 2EQUANIMITY FINANCIAL PARTNERS

Map pinPASADENA, CA
Phone626-529-8347
NotebookSEC #801-70851
Total AUM
$166.8M
Employees
4
Clients
643

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CORSON STREET
SUITE 210
PASADENA
CA 91103
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
626-529-8347

ReceiptFinancials

Total AUM
$166.8M
Accounts
643
Discretionary
$166.2M
Accounts
641
Non-Discretionary
$541K
Accounts
2

ContactClients

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Individual Clients
595
AUM
$61.6M
HNW Individual Clients
41
AUM
$93M
Pension/Profit Sharing Plan Clients
7
AUM
$12.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

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

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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