Equius Partners, Inc.

Equius Partners, Inc. (CRD# 110450) is a financial advisory firm headquartered in Novato, CA. They manage $728,333,862 in 1,241 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    728
    MILLION
  • Total Number of Accounts
    1,241
    ACCOUNTS
  • Average Account Value
    $586,893
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

CA, FL, HI, IL, IN, NH, NY, OR, TX

Financial Advisors at Equius Partners, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Philip W. Jonckheer
CRD#: 2309161
3 Hamilton Landing, Suite 130, Novato, CA 94949
96
Wealthminder
score

Philip Jonckheer (CRD# 2309161) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 23 years of experience in the finance industry.

2
Jeffrey C. Troutner
CRD#: 705722
3 Hamilton Landing, Suite 130, Novato, CA 94949
93
Wealthminder
score

Jeffrey Troutner (CRD# 705722) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 36 years of experience in the finance industry.

3
Thomas J. Troutner
CRD#: 5416579
3 Hamilton Landing, Suite 130, Novato, CA 94949
93
Wealthminder
score

Thomas Troutner (CRD# 5416579) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 7 years of experience in the finance industry.

4
David A. Wootton
CRD#: 5899721
3 Hamilton Landing, Suite 130, Novato, CA 94949
93
Wealthminder
score

David Wootton (CRD# 5899721) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 5 years of experience in the finance industry.

5
Jason J. Zahorenko
CRD#: 4131760
3 Hamilton Landing, Suite 130, Novato, CA 94949
93
Wealthminder
score

Jason Zahorenko (CRD# 4131760) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 16 years of experience in the finance industry.

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