E
CRD: 105632
Equity Management Group
Santa Rosa Valley, CA
8054913245
$67.3M Total AUM
$67.3M Disc. AUM
-- 3Y CAGR
3 Employees
88 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-07-1994
- Office Locations
- 3
Office Locations
-- Camarillo CA
-- Santa Rosa Valley CA
-- Valley Center CA
About Equity Management Group
Equity Management Group is a Santa Rosa Valley-based RIA with 3 offices. The firm has been operating for 32 years. Managing $67.3M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
50 AVG AGE
$22.4M AVG AUM / ADVISOR
$764.3K AVG AUM / CLIENT
14.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Focus capital Crest matrix Ember wave
Investment Vehicles
Harbor Insight
Services
Frontier quantum Pathway pioneer Momentum atlas
Owner & Executives
V
VERNON LEROY DRANSFELDT
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #71716
- Ownership
- 50% but less than 75%
(222) 729-2443
ember.wave@focuscapital.com
in linkedin.com/in/beacon-pioneer
J
JENNIFER LEE MCGEE
Advisor, President
- CRD
- #2174305
- Ownership
- 50% but less than 75%
(830) 882-5977
crest.prime@radialcapital.com
in linkedin.com/in/ridge-wave
Showing 2 of 2 owners & executives
Unlock allContacts
S
Sarah Lyn McGee Gassert
--
- CRD
- #8132043
(201) 282-2404
matrix.vertex@harborcapital.com
in linkedin.com/in/bridge-glacier
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,255,367 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,255,367 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,255,367
Equity - Exchange:
18.5% Equity - OTC:
22.0% Cash:
59.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $716,904,137 | 18.5% |
| Equity - OTC | $852,534,650 | 22.0% |
| Cash | $2,305,718,712 | 59.5% |
| Total | $3,875,157,499 | 100.0% |