Equitas America, LLC (Farmington Hills)

Equitas America, LLC is a large advisory firm based in Farmington Hills. It manages $141.05 million of regulatory assets for 968 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Florida, Kentucky, and 10 other states.

Equitas America provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Equitas America: assets under management

The assets under management (AUM) of Equitas America, LLC is $141.05 million. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $45.2 million in discretionary accounts and $95.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $142.63 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Equitas America, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Equitas America, LLC

Dennis John Brown has been acting as President since 1 Oct 1995. Brian Bernard Hemker joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 12 indirect owners.

Based in Farmington Hills

The principal office where Equitas America, LLC performs its advisory services is located at 38505 Country Club Drive, Farmington Hills, MI 48331, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-848-7500 or by fax 248-848-7510. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.equitasusa.com.

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