Aequitas Investment Management, LLC

Aequitas Investment Management, LLC (CRD# 143780) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $299,510,818 in 8 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $37,438,852
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, NC, NV, OR, TX, WA

Financial Advisors at Aequitas Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Pamela L. Hatfield
CRD#: 4750724
5300 Meadows Road, Suite 400, Lake Oswego, OR 97035
81
Wealthminder
score

Pamela Hatfield (CRD# 4750724) is an Investment Advisor Representative working at Aequitas Investment Management, LLC in Lake Oswego, OR and has over 12 years of experience in the finance industry.

2
Robert J. Jesenik
CRD#: 5331944
5300 Meadows Road, Suite 400, Lake Oswego, OR 97035
73
Wealthminder
score

Robert Jesenik (CRD# 5331944) is an Investment Advisor Representative working at Aequitas Investment Management, LLC in Lake Oswego, OR and has over 9 years of experience in the finance industry.

3
Brian A. Oliver
CRD#: 5332005
5300 Meadows Road, Suite 400, Lake Oswego, OR 97035
73
Wealthminder
score

Brian Oliver (CRD# 5332005) is an Investment Advisor Representative working at Aequitas Investment Management, LLC in Lake Oswego, OR and has over 9 years of experience in the finance industry.

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