Equanimity Financial Partners
Equanimity Financial Partners (CRD# 152050) is a financial advisory firm headquartered in Pasadena, CA. They manage $115,530,544 in 710 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management116MILLION
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Total Number of Accounts710ACCOUNTS
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Average Account Value$162,719
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, TX, WA
Financial Advisors at Equanimity Financial Partners
1
Christopher Haydel (CRD# 2154349) is an Investment Advisor Representative working at Equanimity Financial Partners in Pasadena, CA and has over 32 years of experience in the finance industry.
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