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).
Current Firm Details
Aequitas Investment Management, LLC
By the Numbers
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Total Assets Under Management300MILLION
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Total Number of Accounts8ACCOUNTS
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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
Registered Investment Advisor
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
No Advisor Found.
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