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EQUILIBRIUM, LLC
EQUILIBRIUM, LLC
BOZEMAN, Montana
·
2 registered advisors
·
CRD# 290072
SEC# 801-111920
0
(406) 624-9851
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at EQUILIBRIUM, LLC
2 registered advisors
Koy Miles Hoover
BOZEMAN, Montana
CRD# 3238478
Shawn Michael Hertz
BOZEMAN, Montana
CRD# 1875185
05
Office Locations
BOZEMAN, Montana
2 advisors
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Data sourced from SEC Form ADV filings. EQUILIBRIUM, LLC (CRD# 290072) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.