AEQUITAS INVESTMENT ADVISORS, LLC

AEQUITAS INVESTMENT ADVISORS, LLC of HINGHAM, MA is an SEC-registered investment adviser (CRD 127625). Regulatory assets under management: $826.1M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (9)

NameRoleLocation
Warner Arms HendersonMANAGING MEMBER
Noreen Dillon WalshMANAGING MEMBER / CHIEF COMPLIANCE OFFICER
Timothy Brackett NashPRINCIPAL AND CHIEF PORTFOLIO STRATEGIST
Michelle C FallonMEMBER AND SENIOR FINANCIAL PLANNER
HENDERSON WARNER ARMSMANAGING MEMBER
WALSH NOREEN DILLONMANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MEMBER / CHIEF COMPLIANCE OFFICER
NASH TIMOTHY BRACKETTPRINCIPAL AND CHIEF PORTFOLIO STRATEGIST
FALLON MICHELLE CMEMBER AND SENIOR FINANCIAL PLANNER
Spencer Robinson HendersonMEMBER AND FINANCIAL PLANNER / DIRECTOR OF RESEARCH

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