EQUITA FINANCIAL NETWORK, INC.

FORT WASHINGTON, Pennsylvania·3 registered advisors·CRD# 277031
SEC# 801-12062814800.604.0176
01

Firm Overview

AUM
$283M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EQUITA FINANCIAL NETWORK, INC.

3 registered advisors
Bridget Venus Grimes
FORT WASHINGTON, Pennsylvania
James Michael Cullen
FORT WASHINGTON, Pennsylvania
Kathleen Lynda Burke
FORT WASHINGTON, Pennsylvania
05

Office Locations

FORT WASHINGTON, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. EQUITA FINANCIAL NETWORK, INC. (CRD# 277031) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.