EQUIUS PARTNERS, INC.

NOVATO, California·7 registered advisors·CRD# 110450
SEC# 801-207860415-382-2500
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at EQUIUS PARTNERS, INC.

7 registered advisors
Greg Eugene Worthington
NOVATO, California
Jason John Zahorenko
NOVATO, California
Jeffrey Charles Troutner
NOVATO, California
Michael Glenn Bolgatz
NOVATO, California
Nicholas Humphrey
NOVATO, California
Philip Willem Jonckheer
NOVATO, California
Thomas Jeffrey Troutner
NOVATO, California
05

Office Locations

NOVATO, California
7 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. EQUIUS PARTNERS, INC. (CRD# 110450) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.