Equinum, Llc
Brooklyn, New York
Equinum, LLC is a highly esteemed investment advisory firm based out of Brooklyn, NY. With a client base of over 70 individuals and a remarkable $342,432,000 in assets under management, Equinum has established itself as a trusted partner for wealth management. Specializing in discretionary asset management, Equinum primarily serves high net worth individuals, effectively navigating the complexities of the financial landscape. With a compensation structure that includes a percentage of assets under management, Equinum ensures alignment of interests with their clients, fostering a culture of accountability and mutual success. The f...
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Assets Under Mgmt

$342.43M

Investment Professionals

5

Locations

0

% 401K & Individual

2%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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