Equita Financial Network, Inc.
Equita Financial Network, Inc. is an SEC-registered mass-market adviser in Fort Washington, PA with $391.0M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Equita Financial Network, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 277031, SEC 801-120628, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $391.0M (2026-04-06)
- Firm type
- Mass-Market Adviser
- Location
- Fort Washington, PA
- Employees
- 19
- Clients
- 434
- CRD
- 277031
- Ownership
- BURKE, KATHLEEN, LYNDA; GRIMES, BRIDGET, VENUS; CULLEN, JAMES, MICHAEL
How much AUM does Equita Financial Network, Inc. have?
Equita Financial Network, Inc. reported $391.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Equita Financial Network, Inc.?
Disclosed owners and executives of Equita Financial Network, Inc. include BURKE, KATHLEEN, LYNDA, GRIMES, BRIDGET, VENUS, CULLEN, JAMES, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.