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EQUILUS GROUP INC
CRD 300142
385 E PENNY ROAD, SUITE 101B, WENATCHEE, WA, 98801, United States
Phone
888-860-0658
Fax
509-550-7025
Registration
— (—)
Source
State registered
Total AUM
$25.7M
Discretionary AUM
$0
Team
6 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Subscription fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $9.4M |
| High net worth individuals | 13 | $16.3M |
All web addresses on file
Official SEC filing: View on IAPD