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Equinox Financial Advisors
EQUINOX FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in MANCHESTER CENTER, VT. The firm manages approximately $105 million in regulatory...
Equinox Financial Advisors
EQUINOX FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in MANCHESTER CENTER, VT. The firm manages approximately $105 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What is Equinox Financial Advisors' regulatory status?
Equinox Financial Advisors, Inc. is registered as an investment advisor, likely with the SEC or a state securities authority, which imposes fiduciary duties and periodic disclosure requirements. The firm's registration status can be confirmed via the SEC's Investment Adviser Public Disclosure (IAPD) database.
Does Equinox Financial Advisors disclose its assets under management (AUM)?
No public AUM figure has been found for Equinox Financial Advisors. Firms of this type often disclose AUM in Form ADV filings, though those figures may not be publicly accessible. The firm's AUM remains undisclosed.
Who are the key principals at Equinox Financial Advisors?
The firm does not publicly name its leadership team. Without publicly available team pages or filings, the identities of executives or investment committee members remain unknown.
What investment services does Equinox Financial Advisors offer?
As a registered investment advisor, Equinox Financial Advisors likely provides financial planning, portfolio management, and retirement planning to individual and institutional clients. Specific service offerings or fee structures are not publicly detailed.
Is Equinox Financial Advisors a family office or a standard RIA?
The firm is registered as an RIA and may serve multiple families, but its exact structure—single-family office, multi-family office, or general wealth manager—is not disclosed. The name suggests financial advisory, not exclusive family office services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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