| Name | Title | Ownership | Since |
|---|---|---|---|
| Michelle C Fallon | Member And Senior Financial Planner | Under 5% | 2020 |
| Noreen Dillon Walsh Control | Managing Member / Chief Compliance Officer | 25-50% | 2007 |
| Timothy Brackett Nash | Principal And Chief Portfolio Strategist | 10-25% | 2017 |
Aequitas Investment Advisors, LLC reports $766 million in regulatory assets under management on its Form ADV.
Aequitas Investment Advisors, LLC reports 7 employees.
Aequitas Investment Advisors, LLC is based in Hingham, MA and has been SEC-registered since 2017.
Aequitas Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 175 Derby St, Suite 24, Hingham, MA 02043 |
| Phone | 781-740-1199 |
| Fax | 781-740-1822 |
| Office hours | 9:00 To 5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $766M |
| Total (RAUM) | $766M |