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EQUINOX FINANCIAL ADVISORS, INC.
CRD 312716
16 LINCOLN AVENUE, MANCHESTER CENTER, VT, 05255, United States
Phone
(802) 367-7750
Fax
(802) 367-7751
Registration
— (—)
Source
State registered
Total AUM
$105.1M
Discretionary AUM
$105.1M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 273 | $49.0M |
| High net worth individuals | 37 | $55.1M |
All web addresses on file
Official SEC filing: View on IAPD