Equity Management Group

Equity Management Group (CRD# 105632) is a financial advisory firm headquartered in , . They manage $56,291,226 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $625,458
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
  • 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 Management Group
Showing 1 - 2 of 2 top financial advisors.
1
Vernon Dransfeldt, financial advisor Ventura CA
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 44 years of experience in the finance industry.

2
Jennifer McGee, financial advisor Camarillo CA
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 29 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.

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