EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

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

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 $1,180,749,835 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	182520
SEC#	801-96301
Assets Managed by Firm	$1,180,749,835
No. of Clients	4
No. of Advisors	36

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$1,180,749,835

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