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- Custodian
- Betterment · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2019
- Office Locations
- 1
Office Locations
About Equinum, LLC
Equinum, LLC is a Brooklyn-based, fee-only RIA providing goal-based wealth management and custom wealth plans for individuals, organized groups (corporations and nonprofits), and family offices. Portfolios emphasize long-term discipline and a deliberate mix of active and passive strategies, alongside coordination with tax professionals and succession planning. No commissions or proprietary products; custody options include Schwab and Vanguard.
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Owner & Executives
JACOB Y. HALBERSTAM
Chief Compliance Officer, Director
- CRD
- #7123901
- Ownership
- Less than 5%
ARON PINSON
Chief Investment Officer, FOUNDER
- CRD
- #4730525
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Menachem Mendel Lerman
Financial Analyst
- CRD
- #7415740
SHELDON LEWIS STEUER
Director
- CRD
- #1809557
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $541,488,327 | $1,116,471 |
| Non-Discretionary | $24,537,851 | $1,887,527 |
| Total | $566,026,178 | $1,136,599 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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