411 Nw Park Ave
Suite 401
Portland, Oregon 97209
Tel: 971-352-8430
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC, formally registered with the SEC as EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC. The firm was established in 06/08/2015. They have over 2 offices throughout the country.
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC is a Portland, Oregon based Financial Planning firm with nearly $1,452,605,463 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 45 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 182520 |
SEC# | 801-96301 |
Assets Managed by Firm | $1,452,605,463 |
No. of Clients | 4 |
No. of Advisors | 45 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4 | $1,452,605,463 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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