Equity Logic (CRD# 154870) is a financial advisory firm headquartered in La Jolla, CA. They manage $2,700,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$225,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Thomas Kee (CRD# 2369405) is an Investment Advisor Representative working at Equity Logic in Encinitas, CA and has over 23 years of experience in the finance industry.