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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