Equinet, Inc. (CRD# 116175) is a financial advisory firm headquartered in Kansas City, MO. They manage $13,000,000 in 34 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts34ACCOUNTS
Average Account Value$382,353
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dana Williams (CRD# 1122547) is an Investment Advisor Representative working at Equinet, Inc. in Kansas City, MO and has over 33 years of experience in the finance industry.