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EQUALITY ASSET MANAGEMENT
888 Boylston Street
5th Floor
Boston, Massachusetts 02199
Tel: 617-420-1770
About EQUALITY ASSET MANAGEMENT
EQUALITY ASSET MANAGEMENT, formally registered with the SEC as EQUALITY ASSET MANAGEMENT. The firm was established in 11/14/2019. They have over 1 offices throughout the country.
EQUALITY ASSET MANAGEMENT is a Boston, Massachusetts based Financial Planning firm with nearly $361,821,324 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300710 |
| SEC# | 801-117606 |
| Assets Managed by Firm | $361,821,324 |
| No. of Clients | 4 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $361,821,324 |
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