AEQUITAS INVESTMENT MANAGEMENT, LLC

LAKE OSWEGO, Oregon·7 registered advisors·CRD# 143780
SEC# 801-68039503-419-3500
01

Firm Overview

AUM
$300M
Regulatory assets under management
Employees
51
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at AEQUITAS INVESTMENT MANAGEMENT, LLC

7 registered advisors
Andrew S Craig
LAKE OSWEGO, Oregon
Brett Michael Brown
LAKE OSWEGO, Oregon
Brian K Rice
LAKE OSWEGO, Oregon
Patricia Jean Brown
LAKE OSWEGO, Oregon
Randy Scott Wood
LAKE OSWEGO, Oregon
Steve Michael Hedberg
LAKE OSWEGO, Oregon
Warren L Brasch
LAKE OSWEGO, Oregon
05

Office Locations

LAKE OSWEGO, Oregon
7 advisors

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Data sourced from SEC Form ADV filings. AEQUITAS INVESTMENT MANAGEMENT, LLC (CRD# 143780) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.