Unclaimed Profile

Howard L Patent

EQUUS CAPITAL PARTNERS, LTD.·NEWTOWN SQUARE, Pennsylvania

Clean recordEQUUS CAPITAL PARTNERS, LTD.

ELLIS PRESERVE, NEWTOWN SQUARE, PA 19073-2304CRD# 7894523Firm CRD# 158719

Profile Verification

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

Identity

Howard L Patent · NEWTOWN SQUARE, PA

Registration

CRD #7894523 · EQUUS CAPITAL PARTNERS, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Howard L Patent is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with EQUUS CAPITAL PARTNERS, LTD.. 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

EQUUS CAPITAL PARTNERS, LTD.

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EQUUS CAPITAL PARTNERS, LTD. →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7894523

Firm CRD# 158719

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Frequently Asked Questions

What services does Howard L Patent offer?

Howard L Patent specializes in Retirement Planning. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.

What are Howard L Patent's credentials?

Howard L Patent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard L Patent located?

Howard L Patent is based in NEWTOWN SQUARE, Pennsylvania, working with EQUUS CAPITAL PARTNERS, LTD.. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.

How does Howard L Patent charge for services?

Howard L Patent'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 EQUUS CAPITAL PARTNERS, LTD.?

EQUUS CAPITAL PARTNERS, LTD. has approximately 96 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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