Equius Partners

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Last updated: February 18th, 2020. Data source: SEC filings.

Equius Partners, federally registered in 1984, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. Equius Partners manages $941.9 million and provides investment advisory services for 739 clients (1:106 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 13
Percentage of Advisors Trusted 75%
Minimum Investment $0
Average Client Balance $1,274,601
Total AUM $941.9 million
Advisor / Client Ratio 1:106
Headquarters Novato, CA
SEC Filings View SEC IAPD CRD #110450
State(s) Registered AZ, CA, FL, HI, IN, MA, NY, OR, TX, WA

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.