EQUINUM, LLC

3611 14th Avenue, Suite 221
Brooklyn, New York 11218
Tel: 718-480-5600

About EQUINUM, LLC

EQUINUM, LLC, formally registered with the SEC as EQUINUM, LLC. The firm was established in 06/27/2019. They have over 1 offices throughout the country.

EQUINUM, LLC is a Brooklyn, New York based Financial Planning firm with nearly $349,729,972 assets under management, offering retirement planning & investment advisory services to 137 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304350
SEC#	801-116824
Assets Managed by Firm	$349,729,972
No. of Clients	137
No. of Advisors	6

Fee Structure

A percentage of AUM

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	137	$349,729,972
Individuals (other than high net worth individuals)	33	$9,203,362
High net worth individuals	59	$185,686,979
Pension and profit sharing plans	8	$23,422,738
Charitable organizations	28	$126,128,202
Corporations or other businesses	7	$5,288,691

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