EQUINUM, LLC is a Brooklyn, New York based financial advisory firm with nearly $349,729,972 in assets under management and provides investment advisory services for 137 clients. There are currently 6 financial advisors at the firm.
General Information |
| Firm CRD#: | 304350 | |
| SEC#: | 801-116824 | |
| Assets under Management: | $349,729,972 | |
| No. of Clients: | 137 | |
| No. of Advisors: | 6 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| J.P. MORGAN SECURITIES LLC | 79 | 801-3702 | 1034072 | 7685 | $249,730,934,760 |
| J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | 801-41088 | 941857 | 745 | $292,912,547,772 |
| RBC CAPITAL MARKETS, LLC | 31194 | 801-13059 | 477674 | 8476 | $259,962,335,074 |
| CLEARBRIDGE INVESTMENTS, LLC | 137028 | 801-64710 | 122375 | 214 | $180,788,611,945 |
| VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | 801-9046 | 96377 | 879 | $241,807,595,450 |
| GOLDMAN SACHS & CO. LLC | 361 | 801-16048 | 77247 | 3689 | $222,744,598,215 |
| LAZARD ASSET MANAGEMENT LLC | 122836 | 801-61701 | 6404 | 518 | $150,331,817,279 |
| JENNISON ASSOCIATES | 107959 | 801-5608 | 4276 | 366 | $194,425,029,789 |
| DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | 801-252 | 620 | 487 | $192,318,455,839 |
| BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | 801-72031 | 175 | 1592 | $170,920,421,524 |
| FRANKLIN TEMPLETON FUND ADVISER, LLC | 140432 | 801-66785 | 134 | 0 | $191,596,274,875 |
| EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | 156933 | 801-72220 | 113 | 63 | $156,506,909,126 |
| HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | 801-25999 | 92 | 105 | $150,497,338,051 |
| APG ASSET MANAGEMENT US, INC | 160795 | 801-74200 | 37 | 185 | $164,116,838,385 |
| TIAA-CREF INVESTMENT MANAGEMENT LLC | 107168 | 801-38029 | 8 | 398 | $249,860,425,244 |