Unclaimed Profile

Barbara Jagat Trivedi

EQUITY INVESTMENT CORPORATION·ATLANTA, Georgia

Clean recordEQUITY INVESTMENT CORPORATION

1776 PEACHTREE STREET NW, ATLANTA, GA 30309CRD# 6159393Firm CRD# 283930

Profile Verification

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

Identity

Barbara Jagat Trivedi · ATLANTA, GA

Registration

CRD #6159393 · EQUITY INVESTMENT CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barbara Jagat Trivedi is a registered financial advisor based in ATLANTA, Georgia, affiliated with EQUITY INVESTMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

EQUITY INVESTMENT CORPORATION

EQUITY INVESTMENT CORP

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EQUITY INVESTMENT CORPORATION →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6159393

Firm CRD# 283930

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barbara Jagat Trivedi offer?

Barbara Jagat Trivedi specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.

What are Barbara Jagat Trivedi's credentials?

Barbara Jagat Trivedi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barbara Jagat Trivedi located?

Barbara Jagat Trivedi is based in ATLANTA, Georgia, working with EQUITY INVESTMENT CORPORATION. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Barbara Jagat Trivedi charge for services?

Barbara Jagat Trivedi'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 EQUITY INVESTMENT CORPORATION?

EQUITY INVESTMENT CORPORATION has approximately 25 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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