EQUILUS GROUP INC

EQUILUS GROUP INC of WENATCHEE, WA is an SEC-registered investment adviser (CRD 300142). Regulatory assets under management: $25.7M.

Registration

• CRD: 300142
• Type: Registered investment adviser
• Location: 385 E PENNY ROAD, WENATCHEE, WA, 98801
• Phone: 888-860-0658
• Latest filing: 2026-03-13
• Regulatory AUM: $25.7M
• Non-discretionary AUM: $25.7M
• Clients: 6
• Accounts: 152

Business model

Compensation: % of AUM, Hourly, Subscription.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300142 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search