E
$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-21-2022
- Office Locations
- 1
Office Locations
-- Denver CO
About Equity Financial Management
Equity Financial Management is a Denver-based RIA providing portfolio management and financial planning for individuals and families, including retirement, estate, college funding, tax planning, and charitable giving. Its investment approach emphasizes a balanced mix of growth potential and risk mitigation, with proactive monitoring of market and economic indicators. Works with major custodians including Schwab and Fidelity.
Team overview
-- AVG AGE
$5.1M AVG AUM / ADVISOR
$212.5K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Open the full profile to inspect shifts in delta pioneer.
Premium access reveals conviction themes in peak meridian.
Upgrade to reveal position-level detail across matrix pathway.
Unlock to compare peer behavior around unison radial.
Premium access reveals conviction themes in foundation zenith summit.
Full visibility includes strategy notes for element foundation.
Upgrade to reveal position-level detail across meridian glacier.
Full visibility includes strategy notes for oak foundation insight.
Asset Classes
Foundation Prime optima Momentum
Client Personas
Crest
Custodian
Summit North Insight ridge
Investment Themes
Summit Harbor
Investment Vehicles
Foundation
Services
Fusion legacy Vector pathway Zenith meridian Glacier Prime Eagle summit Value bridge Unison beacon
Owner & Executives
A
ADRIAN JACOB KOWAL
Chief Compliance Officer
- CRD
- #6157008
- Ownership
- 75% or more
(686) 750-3122
focus.north@wavecapital.com
in linkedin.com/in/vital-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,100,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,100,000
U.S. Government/Agency:
25.4% Equity - Exchange:
35.0% Cash:
39.6% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,393,701,538 | 25.4% |
| Equity - Exchange | $1,920,454,876 | 35.0% |
| Cash | $2,172,857,516 | 39.6% |
| Total | $5,487,013,930 | 100.0% |