EQIS Capital Management Inc
Legal Name: EQIS CAPITAL MANAGEMENT INC.
Full Contact Details
EQIS Capital Management Inc
1000 4TH ST., STE 650, SAN RAFAEL, CA
800-949-9936
630-206-0757
Other Info
EQIS Capital Management Inc is legally known as EQIS CAPITAL MANAGEMENT INC.. It is an IL Corporation. This firm has 71 employees, of which 10 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 8, 2008.
Turnkey Asset Management Platform - EQIS
EQIS offers investment products to financial advisors and RIAs via our turnkey asset management program. We help FAs and RIAs build their businesses by giving them tools like separately managed accounts starting at $25,000 to help end investors reach their life goals.
EQIS World
EQIS World Home Details Accommodations Pricing Sponsors Back Agenda Speakers Home Details Agenda Speakers AccommodationsPricingSponsors EQIS World Scroll Join us in beautiful San Franciscofor three days of connecting withyour community and transformingyour practice. EQIS World gives you th…
EQIS World Sponsorship
Home Advisor Profile Sponsorship Levels Contact Register Home Advisor Profile Sponsorship Levels Contact Register EQIS World 2019 Sponsorship OpportunitiesMay 8-11, 2019 | San Francisco, California What is EQIS World? EQIS World is the premier leadership conference hosted by EQIS for financial a…
KENNETH KIM, PhD
About Academic Speaking Publications Forbes Articles Television Contact Inquiries News Menu KENNETH KIM, PhD 1000 4th St San Rafael, CA, 94901 800.949.9936 Chief Financial Strategist, EQIS Capital Management, Inc. Your Custom Text Here KENNETH KIM, PhD About Academic Speaking Publications Forbes Art…
Turnkey Asset Management Platform - EQIS
EQIS offers investment products to financial advisors and RIAs via our turnkey asset management program. We help FAs and RIAs build their businesses by giving them tools like separately managed accounts starting at $25,000 to help end investors reach their life goals.
Direct Owners
-
EQIS HOLDING, INC.
CORPORATION owns 75% or more
-
JOSEPH FRANCIS HUNTER
PRESIDENT AND CEO owns less than 5%
-
MICHAEL RICHARD TROTT
CHIEF FINANCIAL OFFICER owns less than 5%
-
SUSAN LAWSON WOODARD
CHIEF COMPLIANCE OFFICER owns less than 5%
-
SHIEVA RAJAEE
ACTING CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
- Global Retirement Partners LLC
- KCM Investment Advisors LLC
- Hutchinson & Ziegler Financial Advisors Inc
- Lateef Investment Management LP
- Polaris Greystone Financial Group LLC
- LENT Raymond Lawrence
- Polaris Equity Management Inc
- Friedlander Brenda S
- Marin Wealth Advisors LLC
- Polaris Greystone Advisory Group LLC
Top Holdings
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