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Patricia Jean Brown

AEQUITAS INVESTMENT MANAGEMENT, LLC·LAKE OSWEGO, Oregon
Unclaimed Profile
5300 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 3052071Firm CRD# 143780
01

About

Patricia Jean Brown is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with AEQUITAS INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AEQUITAS INVESTMENT MANAGEMENT, LLC
AEQUITAS INVESTMENT MANAGEMENT, LLC
AUM
$300M
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at AEQUITAS INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3052071
Firm CRD# 143780
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Jean Brown offer?
Patricia Jean Brown specializes in Retirement Planning. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Patricia Jean Brown's credentials?
Patricia Jean Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Jean Brown located?
Patricia Jean Brown is based in LAKE OSWEGO, Oregon, working with AEQUITAS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Patricia Jean Brown charge for services?
Patricia Jean Brown's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEQUITAS INVESTMENT MANAGEMENT, LLC?
AEQUITAS INVESTMENT MANAGEMENT, LLC has approximately 51 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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