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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
About Equilus Group INC
Equilus Group is a Pacific Northwest wealth management firm providing education-led financial planning and investment management, with support around retirement, estate, tax, insurance, and business planning. The firm primarily serves retail households (including business owners) and implements portfolios largely via ETFs, with SEI as a key custodian/platform.
Team overview
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Accredited Investors
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Client Personas
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Investment Themes
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Owner & Executives
JOEL RICHARD FRANK
Chief Executive Officer, Investment Advisor Representative, President
- CRD
- #5263015
- Ownership
- 75% or more
RHONDA RENEE FRANK
Managing Member, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Catalyst catalyst
Summit element signal
- CRD
- #25321
- Ownership
- 45.8%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,718,869 | -- |
| Total | $25,718,869 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,718,869
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $467,003,812 | 22.1% |
| Equity - Exchange | $289,500,101 | 13.7% |
| Equity - OTC | $519,832,297 | 24.6% |
| Cash | $202,861,384 | 9.6% |
| Municipal Bonds | $128,901,505 | 6.1% |
| U.S. Government/Agency | $505,040,321 | 23.9% |
| Total | $2,113,139,420 | 100.0% |