EQUITY INVESTMENT CORP

1776 Peachtree Street Nw
Suite 600s
Atlanta, Georgia 30309
Tel: 404-239-0111

About EQUITY INVESTMENT CORP

EQUITY INVESTMENT CORP, formally registered with the SEC as EQUITY INVESTMENT CORP. The firm was established in 06/15/2016. They have over 1 offices throughout the country.

EQUITY INVESTMENT CORP is a Atlanta, Georgia based Financial Planning firm with nearly $2,654,330,988 assets under management, offering retirement planning & investment advisory services to 5241 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283930
SEC#	801-107945
Assets Managed by Firm	$2,654,330,988
No. of Clients	5241
No. of Advisors	25

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	5241	$2,654,330,988
Individuals (other than high net worth individuals)	4707	$1,243,489,020
High net worth individuals	328	$836,250,151
Pension and profit sharing plans	5	$72,908,378
Charitable organizations	68	$92,704,137
Corporations or other businesses	127	$86,408,813

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