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Brent Bales

EQUINOX FUND MANAGEMENT, LLC·DENVER, Colorado
Unclaimed Profile
1775 SHERMAN STREET, DENVER, CO 80203CRD# 5323924Firm CRD# 143730
01

About

Brent Bales is a registered financial advisor based in DENVER, Colorado, affiliated with EQUINOX FUND MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EQUINOX FUND MANAGEMENT, LLC
EQUINOX FUND MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at EQUINOX FUND MANAGEMENT, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5323924
Firm CRD# 143730
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brent Bales offer?
Brent Bales specializes in Retirement Planning, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.
What are Brent Bales's credentials?
Brent Bales is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Bales located?
Brent Bales is based in DENVER, Colorado, working with EQUINOX FUND MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Brent Bales charge for services?
Brent Bales's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUINOX FUND MANAGEMENT, LLC?
EQUINOX FUND MANAGEMENT, LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in ColoradoNational Fee Analysis
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