Equity Shift, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
309841
Registered since
May 5, 2021

Firm profile

FINTRX

Overview

Equity Shift, Inc. is organized as a corporation with ownership attributed to a domestic entity and an individual. Publicly available data classifies the firm as "Unclassified" and identifies it as not acting as a capital allocator. The firm does not list active ESG investing, multi-state advisory activity, pension consulting, or related-adviser status in its disclosures. Disclosure about the firm's specific advisory services, client types, fee schedules, or investment focus is minimal in the source material. That limited public footprint makes it difficult to characterize investment strategies, target clients, or operational priorities beyond the basic organizational attributes above.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • William Portwood

    CFOCRD 4853700

  • William Duckett

    William Duckett

    COO & Co-FounderCRD 7270660

  • Thomas Gordon

    Thomas Gordon

    Chief Executive OfficerCRD 7270771

Contacts

3 of 4
  • Phillip Roberts

    Phillip Roberts

    Vice President of SalesCRD 6182908

  • Michael Podvin

    Director of OperationsCRD 5944568

  • Colby Hagen

    Colby Hagen

    Vice PresidentCRD 8115571

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
434 Fayetteville St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth