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EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
PORTLAND, Oregon
·
5 registered advisors
·
CRD# 182520
SEC# 801-96301
1
971-352-8430
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
36
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
5 registered advisors
David Yi-Ping Chen
PORTLAND, Oregon
CRD# 5861615
John Jay Pierrepont
PORTLAND, Oregon
CRD# 4391740
Picharn Quisumbing Kullavanijaya
PORTLAND, Oregon
CRD# 1574707
Theodore Donald Holt
PORTLAND, Oregon
CRD# 7307925
William Coolidge Campbell
PORTLAND, Oregon
CRD# 5859495
05
Office Locations
PORTLAND, Oregon
5 advisors
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Data sourced from SEC Form ADV filings. EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC (CRD# 182520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.