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Building 2EQUUS PRIVATE WEALTH MANAGEMENT LLC

Map pinCARBONDALE, CO
Phone970-963-9254
NotebookSEC #801-80902
Total AUM
$179.3M
Employees
5
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 N. 4TH STREET
CARBONDALE
CO 81623
United States
Operating Hours
7AM - 5PM
Monday - Friday
Phone
970-963-9254

ReceiptFinancials

Total AUM
$179.3M
Accounts
45
Discretionary
$179.3M
Accounts
45
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
45
AUM
$179.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

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

HandshakeAffiliates

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

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