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EQ WEALTH ADVISORS
10000 North Central Express Way
Suite 1350
Dallas, Texas 75231
Tel: 214-389-6750
About EQ WEALTH ADVISORS
EQ WEALTH ADVISORS, formally registered with the SEC as EQ WEALTH ADVISORS. The firm was established in 11/07/2022. They have over 1 offices throughout the country.
EQ WEALTH ADVISORS is a Dallas, Texas based Financial Planning firm with nearly $470,412,689 assets under management, offering retirement planning & investment advisory services to 786 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322294 |
| SEC# | 801-126838 |
| Assets Managed by Firm | $470,412,689 |
| No. of Clients | 786 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 786 | $470,412,689 |
| Individuals (other than high net worth individuals) | 172 | $58,514,040 |
| High net worth individuals | 91 | $396,707,261 |
| Charitable organizations | 1 | $132,155 |
| Corporations or other businesses | 9 | $15,059,233 |
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