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Equinox Financial Advisors, Inc.

Equinox Financial Advisors, Inc.. CRD 312716

Equinox Financial Advisors, Inc. logo

CRD: 312716

Equinox Financial Advisors, Inc.

Manchester Center, VT, 05255
8023677750
www.equinoxfinancialadvisors.com
$105.1M Total AUM
$105.1M Disc. AUM
-- 3Y CAGR
2 Employees
310 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Wave
Established Date
03-05-2021
Office Locations
1

Office Locations

16 Lincoln Avenue Manchester Center VT

About Equinox Financial Advisors, Inc.

Equinox Financial Advisors, Inc. is a Manchester Center, VT RIA led by President/CCO Tyson Lee Fielding. The firm provides financial and investment planning, portfolio construction, and tax/estate/charitable and retirement planning, serving retail and institutional clients including entrepreneurs. Portfolios skew heavily to ETFs with some public funds and U.S. government/agency bonds, and the firm custodies with Charles Schwab.

Team overview

-- AVG AGE
$105.1M AVG AUM / ADVISOR
$338.9K AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Vector Zenith alpha Focus

Client Personas

Vector

Custodian

Vertex alpha

Investment Themes

Timber Alpha delta

Investment Vehicles

Crest

Services

Oak Crest Catalyst Ember Foundation element Ridge wave Vertex Timber timber

Technology

Vector horizon

Owner & Executives

T

Tyson Lee Fielding

Chief Compliance Officer, President

CRD
#6789175
Ownership
75% or more
(803) 783-6332
atlas.glacier@valuecapital.com
in linkedin.com/in/peak-oak

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $105,058,166 --
Non-Discretionary $0 --
Total $105,058,166 --

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Separately Managed Accounts

Total SMA Asset: $105,058,166

$105.1M Total SMA
Equity - Exchange:
19.3%
U.S. Government/Agency:
29.9%
Public Funds:
14.4%
Cash:
36.4%
Asset class Assets Assets %
Equity - Exchange $1,730,988,996 19.3%
U.S. Government/Agency $2,681,687,616 29.9%
Public Funds $1,291,515,106 14.4%
Cash $3,264,663,186 36.4%
Total $8,968,854,904 100.0%

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