Equis Group LLC

Equis Group LLC (CRD# 132755) is a financial advisory firm headquartered in , . They manage $71,000,000 in 62 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $1,145,161
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

FL, MO

Financial Advisors at Equis Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joseph L. Corbett
CRD#: 2169882
Wildwood, MO
93
Wealthminder
score

Joseph Corbett (CRD# 2169882) is an Investment Advisor Representative working at Equis Group LLC in Wildwood, MO and has over 25 years of experience in the finance industry.

2
Christopher R. Klein
CRD#: 5260902
Newport Coast, CA
93
Wealthminder
score

Christopher Klein (CRD# 5260902) is an Investment Advisor Representative working at Equis Group LLC in Newport Coast, CA and has over 9 years of experience in the finance industry.

3
Gregory P. Drozda
CRD#: 6315050
Wildwood, MO
89
Wealthminder
score

Gregory Drozda (CRD# 6315050) is an Investment Advisor Representative working at Equis Group LLC in Wildwood, MO and has over 2 years of experience in the finance industry.

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