EQUALIZE CAPITAL LLC

SAN JUAN, Puerto Rico·1 registered advisor·CRD# 300640
SEC# 801-1147870443 802 6135
01

Firm Overview

AUM
$61M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
03

Specialties

Investment ManagementRetirement PlanningFee-Only Advisory
04

Advisors at EQUALIZE CAPITAL LLC

1 registered advisor
Joseph Gladue
SAN JUAN, Puerto Rico
CFA
05

Office Locations

SAN JUAN, Puerto Rico
1 advisor

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Data sourced from SEC Form ADV filings. EQUALIZE CAPITAL LLC (CRD# 300640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.