Equity Management Group

Equity Management Group (CRD# 105632) is a financial advisory firm headquartered in , . They manage $42,050,735 in 181 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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 Management Group
Showing 1 - 2 of 2 top financial advisors.
Vernon L. Dransfeldt
CRD#: 71716
Ventura, CA

Vernon Dransfeldt (CRD# 71716) is an Investment Advisor Representative working at Equity Management Group in Ventura, CA and has over 38 years of experience in the finance industry. Vernon Dransfeldt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Jennifer L. McGee
CRD#: 2174305
Camarillo, CA

Jennifer McGee (CRD# 2174305) is an Investment Advisor Representative working at Equity Management Group in Camarillo, CA and has over 23 years of experience in the finance industry.

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