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Equitytrust

Equitytrust. CRD 127412

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CRD: 127412

Equitytrust

Raynham, MA
5088281523
www.trustetc.com
$61.2M Total AUM
$61.2M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · TD Ameritrade
Clients
Retail
Platforms
PathwayVector peak +more
Established Date
04-19-1994
Office Locations
1

Office Locations

-- Raynham MA

About Equitytrust

Equity Trust (trustetc.com) provides a self-directed Universal IRA platform, handling the custodial and administrative work so investors can hold both traditional and alternative assets in one retirement account. Supported investments include real estate, private lending/promissory notes, private equity, stocks/mutual funds/ETFs, precious metals, cryptocurrency, and trading/FX. Its “Investment District” helps clients source platforms/providers across key alt categories, with a FINRA/SIPC broker-dealer affiliate for brokerage access.

Team overview

-- AVG AGE
$61.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age

Insights

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Accredited Investors

Value

Asset Classes

North Summit optima Focus Fusion north Vector Crest vector Atlas quantum Bridge zenith Crest focus Bridge Ember horizon Horizon radial North

Client Personas

Capital atlas Meridian

CRM

Timber Value

Custodian

Momentum Atlas Oak Optima ember Zenith focus Zenith Pioneer Timber Signal Harbor Unison pioneer Pioneer radial Value vital Eagle Capital radial Frontier eagle Alpha zenith Signal crest Eagle Fusion ridge

Fund Managers

Matrix

Investment Themes

Optima Wave

Investment Vehicles

Glacier Eagle Harbor legacy

Services

Harbor Summit optima Peak Ember Insight Radial

Technology

Foundation Frontier Glacier element Beacon radial

Owner & Executives

T

THOMAS EDWARD MCAULEY

Chairman, Owner

CRD
#4674550
Ownership
75% or more
(341) 426-2058
vertex.wave@meridiancapital.com
in linkedin.com/in/legacy-harbor

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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 $61,173,344 --
Non-Discretionary $0 --
Total $61,173,344 --

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Separately Managed Accounts

Total SMA Asset: $61,173,344

$61.2M Total SMA
Equity - Exchange:
56.3%
Derivatives:
43.7%
Asset class Assets Assets %
Equity - Exchange $3,935,971,185 56.3%
Derivatives $3,055,096,640 43.7%
Total $6,991,067,825 100.0%

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