EQUIUS PARTNERS, INC.

NOVATO, California·4 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
4
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.

4 registered advisors
Jason John Zahorenko
NOVATO, California
Jeffrey Charles Troutner
NOVATO, California
Philip Willem Jonckheer
NOVATO, California
Thomas Jeffrey Troutner
NOVATO, California
05

Office Locations

NOVATO, California
4 advisors

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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.