Equity Logic
RIASEC Registered
Total AUM
$12M
Discretionary
$12M
100% of AUM
Avg account
$375K
Accounts
32
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 154870
- Website
- www.equitylogic.net
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Equity Logic is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses, as well as for larger institutions. The firm operates under a fee structure that includes a percentage of assets under management and performance-based fees. While it does not classify itself as an active ESG investor, it has carved out a niche in the investment landscape by managing assets with a focus on traditional investment strategies.
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Thomas Kee
CEOCRD 2369405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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