Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > fort washington > EQUITA FINANCIAL NETWORK, INC.
EQUITA FINANCIAL NETWORK, INC.
500 Office Center Drive
Suite 400
Fort Washington, Pennsylvania 19034
Tel: 800.604.0176
About EQUITA FINANCIAL NETWORK, INC.
EQUITA FINANCIAL NETWORK, INC, formally registered with the SEC as EQUITA FINANCIAL NETWORK, INC. The firm was established in 03/26/2021. They have over 15 offices throughout the country.
EQUITA FINANCIAL NETWORK, INC. is a Fort Washington, Pennsylvania based Financial Planning firm with nearly $283,061,181 assets under management, offering retirement planning & investment advisory services to 990 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 277031 |
| SEC# | 801-120628 |
| Assets Managed by Firm | $283,061,181 |
| No. of Clients | 990 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
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 | 990 | $283,061,181 |
| Individuals (other than high net worth individuals) | 326 | $142,020,625 |
| High net worth individuals | 36 | $140,734,309 |
| Charitable organizations | Fewer than 5 clients | $306,247 |
More Retirement Planning firms in Fort Washington, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
Explore More Retirement Advisors in Fort Washington, Pennsylvania