Unclaimed Profile

Jeffrey Charles Troutner

EQUIUS PARTNERS, INC.·NOVATO, California

Clean recordEQUIUS PARTNERS, INC.

3 HAMILTON LANDING, NOVATO, CA 94949CRD# 705722Firm CRD# 110450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Charles Troutner · NOVATO, CA

Registration

CRD #705722 · EQUIUS PARTNERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

EQUIUS PARTNERS, INC.

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EQUIUS PARTNERS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 705722

Firm CRD# 110450

View on FINRA BrokerCheck →

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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.

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