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Financial Equations Advisors, Inc.
FINANCIAL EQUATIONS ADVISORS, INC. is a state-registered investment adviser in CORONA, CA. The firm manages approximately $12 million in regulatory assets.
Overview
FINANCIAL EQUATIONS ADVISORS, INC. is a state-registered investment adviser in CORONA, CA. The firm manages approximately $12 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Who are the principals or key decision-makers at the firm?
No named principals or key investment professionals have been publicly identified for Financial Equations Advisors, Inc. The firm's SEC filings list corporate officers, but their names are not available in the public record used for this profile.
What is the firm's approach to co-investments?
There is no public information about the firm's posture on co-investments. Its lack of disclosed track record or partnership history makes any assessment speculative.
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