Equivest Financial Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 281366
- Website
- www.equivestadvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Equivest Financial Advisors LLC is an independent, owner-operated registered investment adviser that focuses on fee-based wealth management for individual and family clients, including small-business owners. The firm positions itself as a capital allocator and offers financial planning, discretionary portfolio management and selection of third-party advisers. Its stated preference is equities, and it deploys a portfolio mix dominated by exchange-traded public equities while supplementing portfolios with insurance products and third-party alternative strategies. Equivest does not present itself as an active ESG investor and appears to operate on a single-state basis. The firm maintains an affiliation with an insurance company, which aligns with its use of annuities and insurance-linked solutions within client plans. As a smaller RIA, the firm blends portfolio management with adviser selection, suggesting they source specialized alternative exposure through external managers when needed.
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 Equities75%
- Non-Exchange Traded Equities25%
Contacts
1 of 1
Michael Bink
Founder & PresidentCRD 2887401
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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