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Stephen Patrick Emanuels

EQ, LLC·MERCER ISLAND, Washington
Unclaimed Profile
2835 82ND AVENUE SE, MERCER ISLAND, WA 98040CRD# 3143866Firm CRD# 291033
01

About

Stephen Patrick Emanuels is a registered financial advisor based in MERCER ISLAND, Washington, affiliated with EQ, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EQ, LLC
EQ WEALTH MANAGEMENT
AUM
$594M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at EQ, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3143866
Firm CRD# 291033
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Patrick Emanuels offer?
Stephen Patrick Emanuels specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in MERCER ISLAND, Washington for a consultation.
What are Stephen Patrick Emanuels's credentials?
Stephen Patrick Emanuels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Patrick Emanuels located?
Stephen Patrick Emanuels is based in MERCER ISLAND, Washington, working with EQ, LLC. Their office serves clients in the MERCER ISLAND metropolitan area and surrounding communities.
How does Stephen Patrick Emanuels charge for services?
Stephen Patrick Emanuels'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 EQ, LLC?
EQ, LLC has approximately 11 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
Advisor Fees in WashingtonNational Fee Analysis
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