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BLANK EQUITY MANAGEMENT LLC

14 Vanderventer Ave
Suite 200
Port Washington, New York 11050
Tel: 516-439-5525

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About BLANK EQUITY MANAGEMENT LLC

BLANK EQUITY MANAGEMENT LLC, formally registered with the SEC as BLANK EQUITY MANAGEMENT LLC. The firm was established in 03/19/2014. They have over 1 offices throughout the country.

BLANK EQUITY MANAGEMENT LLC is a Port Washington, New York based Financial Planning firm with nearly $126,702,651 assets under management, offering retirement planning & investment advisory services to 344 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153570
SEC#801-79355
Assets Managed by Firm$126,702,651
No. of Clients344
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total344$126,702,651
Individuals (other than high net worth individuals)114$31,410,361
High net worth individuals50$90,105,201
Pension and profit sharing plans9$5,187,089

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