EQT Partners Bd, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
50
Avg account
$0

Firm details

Headquarters
Radnor, Pennsylvania
CRD number
322826
Registered since
May 16, 2023

Firm profile

FINTRX

Overview

EQT Partners Bd, LLC is organized as a limited liability company. Public filings provide very limited detail about the firm’s business model or advisory activities. Ownership is shown as a combination of a domestic entity and an individual. The firm’s classification in the available data is “unclassified.” The dataset flags several negative indicators about the firm’s service profile: it is not identified as a capital allocator, it does not report being an active ESG investor, it is not a multistate adviser, it is not a pension consultant, and it is not listed as a related adviser. The record also indicates the firm is not newly formed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Radnor, PA

Delaware

Location

Radnor, PA

Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
5 Radnor Corporate Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth