THINKEQUITY LLC

SAN FRANCISCO, California·4 registered advisors·CRD# 44274
SEC# 801-63835415-249-2900
01

Firm Overview

AUM
$172M
Regulatory assets under management
Employees
51
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at THINKEQUITY LLC

4 registered advisors
David Andrew Weitgenant
SAN FRANCISCO, California
Douglas Ronald Gonsalves
SAN FRANCISCO, California
Jack Giacomo Monopoli
SAN FRANCISCO, California
Philip Murray Johnston
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
4 advisors

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Data sourced from SEC Form ADV filings. THINKEQUITY LLC (CRD# 44274) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.