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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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