Equita Financial Network, Inc.
Firm details
- Headquarters
- Fort Washington, Pennsylvania
- CRD number
- 277031
- Registered since
- March 26, 2021
- Website
- www.equitafn.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.57%
- Individuals23.39%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Equita Financial Network, Inc. is an independent registered investment adviser that positions itself as a fee-for-service wealth manager for individuals and families. The firm operates under an owner-managed structure and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its billing blends asset-based fees with hourly and fixed-fee arrangements. Equita does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser. The firm received recognition on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
3 of 18
Jennifer Dazols
FounderCRD 4690383
Margaret Bonner
Associate Financial PlannerCRD 7924640
Cathleen McKEE
Financial Planning SpecialistCRD 7864827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$369M in ETFs
62%
$230M
38%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $57.2M | 154,472 | 15.49% |
Location
Fort Washington, PA
Montgomery
Location
Fort Washington, PA
Headquartered in Fort Washington, 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
- Montgomery
- Address
- 500 Office Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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