Equity Management Group
Firm details
- Headquarters
- ,
- CRD number
- 105632
- Website
- www.equitymg.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.93%
- Charitable Organizations15.13%
- Individuals12.15%
- Pension & Profit Sharing Plans0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Equity Management Group is an independent, privately held registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional and business clients, delivering financial planning and discretionary portfolio management services to individuals, small businesses, and institutions. Its advisory fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
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 Equities84%
- Non-Exchange Traded Equities11%
- Cash & Cash Equivalents5%
Contacts
3 of 3
Vernon Dransfeldt
FounderCRD 71716
Jennifer Mcgee
President & Senior AdvisorCRD 2174305
Sarah Gassert
ParaplannerCRD 8132043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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