Unclaimed Profile

Patricia Jean Brown

AEQUITAS INVESTMENT MANAGEMENT, LLC·LAKE OSWEGO, Oregon

Clean recordAEQUITAS INVESTMENT MANAGEMENT, LLC

5300 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 3052071Firm CRD# 143780

Profile Verification

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

Identity

Patricia Jean Brown · LAKE OSWEGO, OR

Registration

CRD #3052071 · AEQUITAS INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

AEQUITAS INVESTMENT MANAGEMENT, LLC

AUM

$300M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AEQUITAS INVESTMENT MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3052071

Firm CRD# 143780

View on FINRA BrokerCheck →

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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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