Equity Logic

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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.


Financial Advisors at Equity Logic
Showing 1 - 1 of 1 top financial advisors.
Thomas H. Kee
CRD#: 2369405
Encinitas, CA

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.

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