EQUITY MANAGEMENT, INC.

EQUITY MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 116728). Regulatory assets under management: $10.4M.

Registration

• CRD: 116728
• Type: Registered investment adviser
• Phone: 314-494-2731
• Latest filing: 2025-03-25
• Regulatory AUM: $10.4M
• Discretionary AUM: $9.8M
• Non-discretionary AUM: $667K
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116728 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search