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EQUANIMITY FINANCIAL PARTNERS
HBA ADVISORS, LLC
CRD 152050 · SEC 801-70851
100 CORSON STREET, SUITE 210, PASADENA, CA, 91103, United States
Phone
626-529-8347
Fax
626-529-8506
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$234.3M
Discretionary AUM
$226.9M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 610 | $96.6M |
| High net worth individuals | 48 | $123.2M |
| Pension/profit sharing plans | 7 | $14.5M |
States served
CA, LA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD