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EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

411 Nw Park Ave
Suite 401
Portland, Oregon 97209
Tel: 971-352-8430

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About EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#182520
SEC# 801-96301
Assets Managed by Firm $1,452,605,463
No. of Clients 4
No. of Advisors 45

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total4$1,452,605,463
Inquire with EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

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