E
$10.4M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-23-1992
- Office Locations
- 1
Office Locations
-- St. Louis MO
About Equity Management, Inc.
Equity Management, Inc. (equitymanagementinc.com) positions itself as EMI, focused on corporate trademark licensing and a disciplined approach to launching consumer products tied to established brands. Public firm data also lists it as a retail investment adviser offering portfolio construction, with an investment toolkit centered on mutual funds and annuities and relationships that include Fidelity/NFS and Nationwide.
Team overview
-- AVG AGE
$10.4M AVG AUM / ADVISOR
$695.8K AVG AUM / CLIENT
33.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
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Client Personas
Pathway
Investment Themes
Optima
Investment Vehicles
Atlas vital
Services
Matrix bridge
Owner & Executives
V
VICTORIA LEE RAGLAND
Advisor, President
- CRD
- #1195568
- Ownership
- 75% or more
(756) 807-8664
pioneer.alpha@radialcapital.com
in linkedin.com/in/oak-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,770,598 | -- |
| Non-Discretionary | $666,890 | -- |
| Total | $10,437,488 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,437,488
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,602,429,467 | 100.0% |
| Total | $3,602,429,467 | 100.0% |