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).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

KS, MO, OH, PA

Financial Advisors at Equitta Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
James W. Pommert
CRD#: 5487521
Terrace Park, OH

James Pommert (CRD# 5487521) is an Investment Advisor Representative working at Equitta Advisors LLC in Terrace Park, OH and has over 14 years of experience in the finance industry.

2
Timothy R. Potter
CRD#: 6273051
Saint Louis, MO

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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