Equinox Financial Advisors, Inc.

RIASEC Registered

Total AUM

$111M

Discretionary

$111M

100% of AUM

Avg account

$186K

Accounts

595

Employees

Advisory reps

Firm details

Headquarters: Manchester Center, Vermont
CRD number: 312716
Website: www.equinoxfinancialadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI52.95%
Individuals45.65%
Corporations / Businesses1.14%
Charitable Organizations0.25%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Equinox Financial Advisors, Inc. is an independent, individually owned registered investment adviser serving individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses, and lists accounting among its business activities. Its compensation model combines a percentage-of-assets-under-management fee with hourly charges for advisory work. Equinox does not identify as an active ESG investor, is not a pension consultant, and is not structured as a capital allocator or related-adviser network.