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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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