AdvisorOS Directory
Claim Profile
JT

Jeffrey Charles Troutner

EQUIUS PARTNERS, INC.·NOVATO, California
Unclaimed Profile
3 HAMILTON LANDING, NOVATO, CA 94949CRD# 705722Firm CRD# 110450
01

About

Jeffrey Charles Troutner is a registered financial advisor based in NOVATO, California, affiliated with EQUIUS PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EQUIUS PARTNERS, INC.
EQUIUS PARTNERS, INC.
AUM
$1.0B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at EQUIUS PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 705722
Firm CRD# 110450
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NOVATO?

Browse all registered financial advisors in NOVATO, California or claim this profile if it's yours.

Browse NOVATO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Charles Troutner offer?
Jeffrey Charles Troutner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NOVATO, California for a consultation.
What are Jeffrey Charles Troutner's credentials?
Jeffrey Charles Troutner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Charles Troutner located?
Jeffrey Charles Troutner is based in NOVATO, California, working with EQUIUS PARTNERS, INC.. Their office serves clients in the NOVATO metropolitan area and surrounding communities.
How does Jeffrey Charles Troutner charge for services?
Jeffrey Charles Troutner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUIUS PARTNERS, INC.?
EQUIUS PARTNERS, INC. has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NOVATO
Jason John Zahorenko — EQUIUS PARTNERS, INC.Thomas Jeffrey Troutner — EQUIUS PARTNERS, INC.Robert Charles Hunter — MARIN WEALTH ADVISORS LLCDonald Max Wreyford — WINANS INTERNATIONALPhilip Willem Jonckheer — EQUIUS PARTNERS, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile