Equity Assets Management, Inc. is an adviser based in Steamboat Springs. It manages $7.62 million of regulatory assets for 171 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 4 other states.
Equity Assets Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Equity Assets Management, Inc. is $7.62 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Equity Assets Management, Inc. for their services and products based on a percentage of assets under management, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Wallace Neal Jordan has been acting as President since 1 Nov 2001. Gordon A Gundaker joined the executive team most recently as the Director.
The principal office where Equity Assets Management, Inc. performs its advisory services is located at 2155 Resort Drive, Steamboat Springs, CO 80487, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 970-879-1189 or by fax 970-879-1272. The normal business hours are 9:30-4:30 est on Monday - Friday. You can find more information about the New York firm at www.equityassets.com.