Equitta Advisors LLC
Equitta Advisors LLC (CRD# 288351) is a financial advisory firm headquartered in Milford, OH. They manage $76,200,657 in 519 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management76MILLION
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Total Number of Accounts519ACCOUNTS
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Average Account Value$146,822
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO, OH, PA
Financial Advisors at Equitta Advisors LLC
1
James Pommert (CRD# 5487521) is an Investment Advisor Representative working at Equitta Advisors LLC in Terrace Park, OH and has over 15 years of experience in the finance industry.
2
Timothy Potter (CRD# 6273051) is an Investment Advisor Representative working at Equitta Advisors LLC in Saint Louis, MO and has over 10 years of experience in the finance industry.
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