Equita Financial Network is an investment advisor in Fort Washington with $151.52 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474361660
SEC advisor number
801-120628
FINRA CRD number
277031
AUM ?
$151.52 mm
(as of 6 Jun 23)
Accounts
821
(as of 6 Jun 23)
Employees
7
(7 investment advisory or research)
Office hours
Monday - Friday, 8 AM - 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Burke, Kathleen, Lynda | Co-founder and CCO | 05/2015 | 50-75% |
Grimes, Bridget, Venus | Co-founder and President | 03/2018 | 50-75% |
Latest filings (excl ownership)
No filings