AEQUITAS INVESTMENT ADVISORS, LLC

175 Derby St
Suite 24
Hingham, Massachusetts 02043
Tel: 781-740-1199

About AEQUITAS INVESTMENT ADVISORS, LLC

AEQUITAS INVESTMENT ADVISORS, LLC, formally registered with the SEC as AEQUITAS INVESTMENT ADVISORS, LLC. The firm was established in 05/04/2017. They have over 1 offices throughout the country.

AEQUITAS INVESTMENT ADVISORS, LLC is a Hingham, Massachusetts based Financial Planning firm with nearly $709,363,916 assets under management, offering retirement planning & investment advisory services to 1431 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127625
SEC#	801-110328
Assets Managed by Firm	$709,363,916
No. of Clients	1431
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1431	$709,363,916
Individuals (other than high net worth individuals)	46	$28,583,564
High net worth individuals	129	$576,744,310
Charitable organizations	9	$104,036,042

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