Investment adviser · CRD 106563

AEQUUS WEALTH MANAGEMENT RESOURCES, LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Jul 24, 2015

Regulatory AUM
$147M
Form ADV · Item 5.F
Client accounts
295
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 24, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

303 WEST ERIE STREET, STE 311
CHICAGO, IL, 60654, United States

CRD 106563

Filing source

Form ADV 937218 · Jul 24, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.