Eqis Capital Management

Eqis Capital Management (CRD# 126052) is a financial advisory firm headquartered in San Rafael, CA. They manage $1,837,922,515 in 18,873 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,838
    MILLION
  • Total Number of Accounts
    18,873
    ACCOUNTS
  • Average Account Value
    $97,384
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Eqis Capital Management
Showing 1 - 10 of 20 top financial advisors.
1
Brandon P. Bastunas
CRD#: 4048019
San Rafael, CA 94901

Brandon Bastunas (CRD# 4048019) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 20 years of experience in the finance industry.

2
Peter J. D'arruda
CRD#: 2756672
Apex, NC 27502

Peter D'arruda (CRD# 2756672) is an Investment Advisor Representative working at Eqis Capital Management in Apex, NC and has over 12 years of experience in the finance industry.

3
Donald R. Delaria, Jr.
CRD#: 4270869
San Rafael, CA 94901

Donald Delaria, Jr. (CRD# 4270869) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 19 years of experience in the finance industry.

4
Matthew J. Henry
CRD#: 4840015
San Rafael, CA 94901

Matthew Henry (CRD# 4840015) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 15 years of experience in the finance industry.

5
Parker R. Holland
CRD#: 6279380
Apex, NC 27502

As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client’s needs are met at every life stage and develops tailored solutions that meet long-term financial goals and objectives.  Parker maintains client relationships and ensures a high-quality experience for each and every client.

6
Robert L. Kammerman
CRD#: 6702162
San Rafael, CA 94901

Robert Kammerman (CRD# 6702162) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 3 years of experience in the finance industry.

7
Kenneth A. Kim
CRD#: 6328937
San Rafael, CA 94901

Kenneth Kim (CRD# 6328937) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 5 years of experience in the finance industry.

8
Joseph J. Mooney
CRD#: 2916072
San Rafael, CA 94901

Joseph Mooney (CRD# 2916072) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 17 years of experience in the finance industry.

9
Michael J. Mooney
CRD#: 5161481
San Rafael, CA 94901

Michael Mooney (CRD# 5161481) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 2 years of experience in the finance industry.

10
Megan E. Morrice
CRD#: 5131675
San Rafael, CA 94901

Megan Morrice (CRD# 5131675) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 3 years of experience in the finance industry.

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