Equita Financial Network Inc

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Assets, Funds, Holdings

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Equita Financial Network Inc
CRD #277031
SEC #801-120628
CIK #0001994461
AUM $283.1 MM (2024-08-02)
Employees 15 (87% Investors, 0% Brokers)
Phone800-604-0176
Address500 Office Center Drive
Fort Washington, PA 19034
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($1000's) Value ($1000's)
GLD 3.1
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($1000's)
2502001501005002021202220232025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001994461]
Comparable Firms State AUM ($BB)
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MA 0.3
Kilner Capital Advisors LLC
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Paragon Private Wealth Management LLC
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Spectrum Wealth Advisory Group LLC
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EFP Advisors Inc
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Capstone Triton Financial Group LLC
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MEOW Advisory LLC
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Targeted Financial Services LLC
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