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EQ, LLC

UUIDf4390d40-d401-518b-92d5-0afa14de1a2e
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 291033 291033 1.0
cik 0001757605 1757605
sec_file_number 801-112224 801-112224

Profile

Websitehttps://www.facebook.com/EQWealthManagement/
HQ CityNone
HQ StateNone
HQ CountryNone
AUM (USD)
AUM As OfNone
Aliases:
  • EQ WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)722,956,251.0
  • RAUM (discretionary)543,641,833.0
  • Actionable assets694,866,815.0
  • Accounts2,113.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM1,022,569.0
  • HNW AUM693,844,246.0

As of 2025-04-22 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.