THE SOCIAL EQUITY GROUP, INC.

BERKELEY, California·2 registered advisors·CRD# 123747
SEC# 801-67244(510) 644-9484
01

Firm Overview

AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Investment ManagementWealth Management
04

Advisors at THE SOCIAL EQUITY GROUP, INC.

2 registered advisors
Duncan John Meaney
BERKELEY, California
Ron Freund
BERKELEY, California
05

Office Locations

BERKELEY, California
2 advisors

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Data sourced from SEC Form ADV filings. THE SOCIAL EQUITY GROUP, INC. (CRD# 123747) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.