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EQUANIMITY FINANCIAL PARTNERS
100 Corson Street
Suite 210
Pasadena, California 91103
Tel: 626-529-8347
About EQUANIMITY FINANCIAL PARTNERS
EQUANIMITY FINANCIAL PARTNERS, formally registered with the SEC as EQUANIMITY FINANCIAL PARTNERS. The firm was established in 12/15/2009. They have over 1 offices throughout the country.
EQUANIMITY FINANCIAL PARTNERS is a Pasadena, California based Financial Planning firm with nearly $147,740,000 assets under management, offering retirement planning & investment advisory services to 626 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152050 |
| SEC# | 801-70851 |
| Assets Managed by Firm | $147,740,000 |
| No. of Clients | 626 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 626 | $147,740,000 |
| Individuals (other than high net worth individuals) | 583 | $61,627,880 |
| High net worth individuals | 35 | $74,889,069 |
| Pension and profit sharing plans | 8 | $11,223,051 |
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