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Home > Retirement Planners > wyoming > jackson > FOUNDERS EQUITY PARTNERS
FOUNDERS EQUITY PARTNERS
160 West Deloney St.
Jackson, Wyoming 83001
Tel: 307-249-6998
About FOUNDERS EQUITY PARTNERS
FOUNDERS EQUITY PARTNERS, formally registered with the SEC as FOUNDERS EQUITY PARTNERS. The firm was established in 08/03/2022. They have over 1 offices throughout the country.
FOUNDERS EQUITY PARTNERS is a Jackson, Wyoming based Financial Planning firm with nearly $213,888,109 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282022 |
| SEC# | 801-126290 |
| Assets Managed by Firm | $213,888,109 |
| No. of Clients | 4 |
| No. of Advisors | 3 |
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 | $213,888,109 |
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