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| Keyboard |
| Equity Services Inc
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|---|---|
| CRD # | 265 |
| SEC # | 801-41722 |
| CIK # | 0001598847 |
| AUM | 2,777.4 M (2026-03-30) |
| Employees | 500 (92% Investors, 94% Brokers) |
| Phone | 800-344-7437 |
| Address | One National Life Drive Montpelier, VT 05604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,856 | 1.4 |
| (b) Individuals (high net worth individuals) | 3,041 | 1.2 |
| (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 | 375 | 0.1 |
| (h) Charitable organizations | 4 | 0.0 |
| (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 | 103 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,379 | 2.8 |
| By Discretionary | ||
| Discretionary | 3,538 | 1.1 |
| Non-Discretionary | 8,841 | 1.6 |
| Total | 12,379 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 12,379 | 2.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001598847] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 410 |
| Serves | Institutional, Retail, Research |
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