Equity Logic

Equity Logic (CRD# 154870) is a financial advisory firm headquartered in La Jolla, CA. They manage $12,000,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 922, La Jolla, CA 92038
http://www.equitylogic.net
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $375,000
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
The map below shows states where this firm has explicit registration only.

CA

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

Thomas Kee (CRD# 2369405) is an Investment Advisor Representative working at Equity Logic in Rancho Santa Fe, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals