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EQUIS GROUP LLC
636-458-7777
SEC #801-70925Total AUM
$48M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
636-458-7777
Financials
Total AUM
$48M
Accounts
51Discretionary
$38M
Accounts
38Non-Discretionary
$10M
Accounts
13
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MO
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.