Equinet, Inc.

Equinet, Inc. (CRD# 116175) is a financial advisory firm headquartered in Leawood, KS. They manage $4,245,309 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3006 W. 83rd Street, Leawood, KS 66206
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $1,061,327
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

KS

Financial Advisors at Equinet, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Dana Williams, financial advisor Kansas City MO
Dana K. Williams
CRD#: 1122547
3 East 68th Terrace, Kansas City, MO 64113

Dana Williams (CRD# 1122547) is an Investment Advisor Representative working at Equinet, Inc. in Kansas City, MO and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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