EQUIFINANCIAL LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 136708
- Registered since
- January 5, 2006
Firm profile
FINTRXOverview
Equifinancial LLC is a corporation registered with the SEC since 2006 and listed as owned by an individual. The firm is classified as unclassified in the source data and does not present itself as a capital allocator. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or as having a related adviser. Public disclosures provided to the data source are sparse: the firm has not outlined a client base, fee structure, advisory activities, or other business lines in the available record. The limited profile suggests a very small or lightly disclosed advisory operation rather than a firm with a broad public-facing advisory platform.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1DAVID WILSON
Managing MemberCRD 1359763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1717 N Bayshore Dr
- Time zone
- ET (UTC-5)
- Office locations
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