EQUIAM

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
297191
Registered since
June 4, 2026
Website
equiam.com

Firm profile

FINTRX

Overview

Equiam is organized as a limited liability company and is recorded as having become SEC-registered in 2026. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source dataset and is not identified as a capital allocator. It is not marked as an active ESG investor, nor as a multistate adviser. Industry affiliations in the record are broad: Equiam is associated with broker‑dealer activities, other investment adviser functions, commodity pool operator/commodity trading advisor (CPO/CTA) roles, futures commission merchant (FCM) activity, banking or thrift institution, trust company, insurance company, pension consultant work, and service as sponsor/GP/managing member of pooled investment vehicles. Those affiliations indicate the firm operates across multiple industry roles and serves as an issuer/sponsor of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • ZIAD MAKKAWI

    Founder and CEOCRD 6175842

Contacts

2 of 2
  • YUSEF ALEXANDRINE

    CRD 7501971

  • John zic

    Partner, Founding Team MemberCRD 6825956

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
345 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth