Equius Partners, Inc. is a large advisory firm based in Novato. It manages $941.93 million of regulatory assets for 1,493 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Florida, and 7 other states.
Equius Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Equius Partners, Inc. is $941.93 million. The firm's AUM has grown by 51% since the beginning of its operation, and $2.23 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Equius Partners, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Equius Partners is high net worth individuals with 201 clients and $628.94 million of assets under management. Among the 10 most similar advisory firms, Equius Partners has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $941.93 million for 739 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Equius Partners doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Nicholas Humphrey joined the executive team most recently as the Chief Operating Officer, Chief Compliance Officer.
The principal office where Equius Partners, Inc. performs its advisory services is located at 3 Hamilton Landing, Novato, CA 94949, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-382-2500 or by fax 415-382-2005. The normal business hours are 8:00 a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at equiuspartners.com and its LinkedIn profile.