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Equita Financial Network Inc
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CRD # | 277031 |
SEC # | 801-120628 |
CIK # | 0001994461 |
AUM | $283.1 MM (2024-08-02) |
Employees | 15 (87% Investors, 0% Brokers) |
Phone | 800-604-0176 |
Address | 500 Office Center Drive Fort Washington, PA 19034 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($1000's) | Value ($1000's) |
---|---|---|---|
GLD | 3.1 | ||
Holdings by Sector ($1000's) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 326 | 142.0 |
(b) Individuals (high net worth individuals) | 36 | 140.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.3 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 990 | 283.1 |
By Discretionary | ||
Discretionary | 987 | 282.8 |
Non-Discretionary | 3 | 0.3 |
Total | 990 | 283.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 283.1 | |
Total | 990 | 283.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001994461] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Mann Financial Services Inc
✚
|
MN | 0.3 |
Financial Planning Solutions LLC
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|
MA | 0.3 |
Livelife Capital Partners LLC
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|
MA | 0.3 |
Kilner Capital Advisors LLC
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|
MD | 0.3 |
Paragon Private Wealth Management LLC
✚
|
KY | 0.3 |
Spectrum Wealth Advisory Group LLC
✚
|
CA | 0.3 |
EFP Advisors Inc
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|
MS | 0.3 |
Capstone Triton Financial Group LLC
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|
OK | 0.3 |
MEOW Advisory LLC
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|
FL | 0.3 |
Targeted Financial Services LLC
✚
|
NJ | 0.3 |