Equifinancial LLC

Overview

Equifinancial LLC is organized as a corporation and is owned by an individual. Publicly available data on the firm's business model and client focus is minimal: the firm is listed as "unclassified" and has not provided descriptions of its advisory activities, fee structure, or typical client profile. FINTRX flags the firm as not operating as a capital allocator, not engaged as an active ESG investor, not a multi-state adviser, not a newly formed adviser, and not a pension consultant or related adviser. The firm also did not supply information about its activities or affiliations, leaving its service mix and target clientele unspecified.

Assets & Accounts

Location & Offices