The Social Equity Group, Inc.

The Social Equity Group, Inc. (CRD# 123747) is a financial advisory firm headquartered in , . They manage $98,769,397 in 139 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.socialequity.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $710,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at The Social Equity Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Duncan Meaney, financial advisor San Francisco CA
Duncan J. Meaney
CRD#: 1124359
San Francisco, CA

Duncan Meaney (CRD# 1124359) is an Investment Advisor Representative working at The Social Equity Group, Inc. in San Francisco, CA and has over 35 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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