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CRD: 281366
Equivest Financial Advisors LLC
$63.5M Total AUM
$63.5M Disc. AUM
-- 3Y CAGR
1 Employees
123 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-23-2015
- Office Locations
- 1
Office Locations
-- Commerce Township MI
About Equivest Financial Advisors LLC
Equivest Financial Advisors is a Michigan-based wealth management firm delivering client-first “ConciergeAdvice” designed to minimize conflicts of interest. The firm provides comprehensive financial planning, investment management, and insurance planning built around each client’s goals. Portfolios emphasize equities with significant ETF use. The practice is intentionally exclusive, with a planned cap on clients to preserve service levels.
Team overview
-- AVG AGE
$63.5M AVG AUM / ADVISOR
$516.3K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL THOMAS BINK
Owner
- CRD
- #2887401
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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