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