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Equita Financial Network, Inc.

● SEC registered since 2021CRD 277031SEC# 801-120628Fort Washington, PA
Export (members)
Reg. AUM
$412.3M
Employees
19
Accounts
1,476
Location
Fort Washington, PA

Equita Financial Network, Inc. assets under management

Equita Financial Network, Inc. is a registered investment adviser overseen by the SEC based in Fort Washington, PA. The firm has been registered since 2021. It reports $412.3 million in regulatory assets under management and employs 19 people.
www.linkedin.com/company/modern-family-financeView on SEC.gov ↗

Equita Financial Network, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Bridget Venus Grimes ControlCo-Founder And President50-75%2018
James Michael Cullen ControlChief Compliance OfficerUnder 5%2023
Kathleen Lynda Burke ControlCo-Founder50-75%2015

Frequently asked questions

How much does Equita Financial Network, Inc. manage?

Equita Financial Network, Inc. reports $412.3 million in regulatory assets under management on its Form ADV.

How many employees does Equita Financial Network, Inc. have?

Equita Financial Network, Inc. reports 19 employees.

Where is Equita Financial Network, Inc. located?

Equita Financial Network, Inc. is based in Fort Washington, PA and has been SEC-registered since 2021.

Does Equita Financial Network, Inc. disclose fund performance?

Equita Financial Network, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Office Center Drive, Suite 400, Fort Washington, PA 19034
Phone800.604.0176
Office hours8 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1994461
Discloses disciplinary historyNo

Assets under management

Discretionary$412.3M
Non-discretionary$0
Total (RAUM)$412.3M