Investment adviser · CRD 115720
EQUINOX FINANCIAL ADVISORS, INC
Investment adviser filing (IA)
EQUINOX FINANCIAL ADVISORS, INC.
MANCHESTER CENTER, VT, United States · Form ADV filed May 2, 2012
- Regulatory AUM
- $54.6M Form ADV · Item 5.F
- Client accounts
- 652 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe 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: May 2, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters
Compensation
Percentage of assets · Hourly
Principal office
16 LINCOLN AVENUEMANCHESTER CENTER, VT, 05255, United States
CRD 115720
Filing source
Form ADV 644745 · May 2, 2012 · 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.