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 | — |
Showing 15 of 18 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 2 | 415-295-6206 |
| ALBUQUERQUE | NM | 1 | 505-252-8294 |
| CORONADO | CA | 1 | 858-221-0022 |
| — | — | 1 | 415-295-6206 |
| — | — | 1 | 616.450.7573 |
| DOYLESTOWN | PA | 1 | 858-751-9074 |
| CHATTANOOGA | TN | 1 | 800.604.0176 |
| — | — | 1 | 858-751-9074 |
| MARSHFIELD | MA | 1 | 858-751-9074 |
| — | — | 1 | 800.604.0176 |
| — | — | 1 | 800.604.0176 |
| — | — | 1 | 800.604.0176 |
| — | — | 1 | 800.604.0176 |
| — | — | 1 | 800.604.0176 |
| — | — | 1 | 800.604.0176 |