Equinox Wealth Management

Equinox Wealth Management (CRD# 299391) is a financial advisory firm headquartered in , . They manage $60,917,184 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.equinoxwealthmgmt.com/
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $393,014
Compensation Options
  • A percentage of assets under your management
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.

CA

Financial Advisors at Equinox Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Kristen Marinovic, financial advisor Santa Cruz CA
Kristen Marinovic
CRD#: 1473689
Santa Cruz, CA

Kristen Marinovic (CRD# 1473689) is an Investment Advisor Representative working at Equinox Wealth Management in Santa Cruz, CA and has over 28 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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