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

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