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Steve Michael Hedberg

AEQUITAS INVESTMENT MANAGEMENT, LLC·LAKE OSWEGO, Oregon
Clean recordAEQUITAS INVESTMENT MANAGEMENT, LLC
5300 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 6163418Firm CRD# 143780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steve Michael Hedberg · LAKE OSWEGO, OR
Registration
CRD #6163418 · AEQUITAS INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steve Michael Hedberg 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
Introduction

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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# 6163418
Firm CRD# 143780
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steve Michael Hedberg offer?
Steve Michael Hedberg specializes in Retirement Planning. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Steve Michael Hedberg's credentials?
Steve Michael Hedberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steve Michael Hedberg located?
Steve Michael Hedberg 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 Steve Michael Hedberg charge for services?
Steve Michael Hedberg'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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Other Advisors at AEQUITAS INVESTMENT MANAGEMENT, LLC

Brian K Rice
LAKE OSWEGO, OR
Patricia Jean Brown
LAKE OSWEGO, OR
Randy Scott Wood
LAKE OSWEGO, OR
Warren L Brasch
LAKE OSWEGO, OR
Andrew S Craig
LAKE OSWEGO, OR
Brett Michael Brown
LAKE OSWEGO, OR

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Nearby cities in Oregon
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Research
Advisor Fees in OregonNational Fee Analysis
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