Equilus Group Inc.

Equilus Group Inc. (CRD# 300142) is a financial advisory firm headquartered in Wenatchee, WA. They manage $3,043,392 in 46 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $66,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, IL, IN, OR, WA

Financial Advisors at Equilus Group Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Marc Bannos
CRD#: 6450540
Se Kent, WA

Marc Bannos (CRD# 6450540) is an Investment Advisor Representative working at Equilus Group Inc. in Se Kent, WA and has over 8 years of experience in the finance industry.

2
Joel R. Frank
CRD#: 5263015
636 Valley Mall Pkwy Suite 200e, East Wenatchee, WA 98802

Joel Frank (CRD# 5263015) is an Investment Advisor Representative working at Equilus Group Inc. in East Wenatchee, WA and has over 16 years of experience in the finance industry.

3
Michael A. Musco
CRD#: 7834991
385 E Penny Road, Suite 101b, Wenatchee, WA 98801

Michael Musco (CRD# 7834991) is an Investment Advisor Representative working at Equilus Group Inc. in Wenatchee, WA and has 1 year of experience in the finance industry.

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