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EQUITAS CAPITAL ADVISORS,LLC
Tel: 504-569-9600
365 Canal Street Suite 3050
New Orleans, Louisiana 70130
EQUITAS CAPITAL ADVISORS,LLC
EQUITAS CAPITAL ADVISORS,LLC is a New Orleans, Louisiana based financial advisory firm with nearly $217,124,577 in assets under management and provides investment advisory services for 55 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (WRAP FEE PROGRAM)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
124471
SEC#:
801-61979
No. of Clients:
55
Assets under Management
$217,124,577
No. of Advisors:
6
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