EQUITA FINANCIAL NETWORK, INC. of FORT WASHINGTON, PA is an SEC-registered investment adviser (CRD 277031). Regulatory assets under management: $391.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Kathleen Lynda Burke | CO-FOUNDER | — |
| Bridget Venus Grimes | CO-FOUNDER AND PRESIDENT | — |
| James Michael Cullen | CHIEF COMPLIANCE OFFICER | — |
| CULLEN JAMES MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| BURKE KATHLEEN LYNDA | CO-FOUNDER; CO-FOUNDER AND CCO | — |
| GRIMES BRIDGET VENUS | CO-FOUNDER AND PRESIDENT | — |