Aequitas Investment Advisors, LLC

Aequitas Investment Advisors, LLC (CRD# 127625) is a financial advisory firm headquartered in Hingham, MA. They manage $709,363,916 in 1,431 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
175 Derby St, Suite 24, Hingham, MA 02043
https://www.aequitas-inv.com
By the Numbers
  • Total Assets Under Management
    709
    MILLION
  • Total Number of Accounts
    1,431
    ACCOUNTS
  • Average Account Value
    $495,712
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, NH, NY

Financial Advisors at Aequitas Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michelle Fallon, financial advisor Hingham MA
Michelle C. Fallon
CRD#: 2001231
175 Derby St, Suite 24, Hingham, MA 02043

Michelle Fallon (CRD# 2001231) is an Investment Advisor Representative working at Aequitas Investment Advisors, LLC in Hingham, MA and has over 34 years of experience in the finance industry.

2
Warner Henderson, financial advisor Hingham MA
Warner A. Henderson
CRD#: 845645
175 Derby Street, Suite 24, Hingham, MA 02043

Warner Henderson (CRD# 845645) is an Investment Advisor Representative working at Aequitas Investment Advisors, LLC in Hingham, MA and has over 31 years of experience in the finance industry.

3
Timothy Nash, financial advisor Hingham MA
Timothy B. Nash
CRD#: 1582861
175 Derby St, Suite 24, Hingham, MA 02043

Timothy Nash (CRD# 1582861) is an Investment Advisor Representative working at Aequitas Investment Advisors, LLC in Hingham, MA and has over 8 years of experience in the finance industry.

4
Noreen Walsh, financial advisor Hingham MA
Noreen D. Walsh
CRD#: 5090162
175 Derby Street, Suite 24, Hingham, MA 02043

Noreen Walsh (CRD# 5090162) is an Investment Advisor Representative working at Aequitas Investment Advisors, LLC in Hingham, MA and has over 18 years of experience in the finance industry.

5
Spencer Henderson, financial advisor Hingham MA
Spencer R. Henderson
CRD#: 7607430
175 Derby St, Suite 24, Hingham, MA 02043

Spencer Henderson (CRD# 7607430) is an Investment Advisor Representative working at Aequitas Investment Advisors, LLC in Hingham, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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