AEQUITAS INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- HINGHAM, Massachusetts
- CRD number
- 127625
- Registered since
- May 4, 2017
- Website
- aequitas-inv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.57%
- Charitable Organizations14.11%
- Individuals2.32%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Aequitas Investment Advisors, LLC is an independent, owner-managed registered investment adviser organized as an LLC and SEC-registered in 2017. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- US Government Bonds6%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
- Non-Exchange Traded Equities4%
Owners & executives
1 of 1NOREEN WALSH
Principal And Chief Compliance OfficerCRD 5090162
Contacts
3 of 4WARNER HENDERSON
Founder and OwnerCRD 845645
TIMOTHY NASH
PrincipalCRD 1582861
MICHELLE FALLON
Senior Financial PlannerCRD 2001231
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HINGHAM, MA
PLYMOUTH
Location
HINGHAM, MA
Headquartered in HINGHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- PLYMOUTH
- Address
- 175 Derby St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
NEW WORLD ADVISORS LLC
RIAHINGHAM, MA
SANDY COVE ADVISORS, LLC
RIAHINGHAM, MA
ONE CHARLES PRIVATE WEALTH
RIAHINGHAM, MA
BOSTONPREMIER WEALTH
RIAHINGHAM, MA
AFG Fiduciary Services Limited Partnership
RIAHINGHAM, MA
O.F.O. PARTNERS, LLC
RIAHINGHAM, MA