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AEQUITAS INVESTMENT ADVISORS, LLC
CRD 127625 · SEC 801-110328
175 DERBY ST, SUITE 24, HINGHAM, MA, 02043, United States
Phone
781-740-1199
Fax
781-740-1822
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$826.1M
Discretionary AUM
$0
Team
8 total employees; 5 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $19.2M |
| High net worth individuals | 147 | $690.4M |
| Charitable organizations | 9 | $116.6M |
States served
CA, MA, NY, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD