Be advised. This firm is no longer registered.

Equalis Financial

Equalis Financial (CRD# 281418) is a financial advisory firm headquartered in Los Angeles, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Equalis Financial
Showing 1 - 1 of 1 top financial advisors.
1
Leighann Miko
CRD#: 6093393
4470 W Sunset Blvd Ste 107 PMB 267, Los Angeles, CA 90027
106
Wealthminder
score

Hello. We’re Equalis Financial and we have the financial help you’re looking for.

Focused whole-heartedly on the principle of equality, we’re an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.

We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here.

Here, our mission is to empower the individual - individuals like you - to be an active and equal partner in your financial planning, regardless of immediate or long-term goals. We work with you so you can live your best life.

 

What sets us apart

OUR IDENTITY

Equalis Financial was founded by a member of the LGBT community, a woman, and a once-young, now-experienced professional. Your needs will be attended to with compassion and understanding.

FEE-ONLY and INDEPENDENT

This means we do not sell any investment products, represent any product or company, and do not receive any commissions. We work strictly for you and are paid only by you, setting us apart from some of the big guys out there.

It’s also our fiduciary duty to do what’s best for you, which requires us to put your interests ahead of our own. Seems like a no-brainer and a matter of decency, but it’s unfortunately not the standard.

IMPARTIAL

Everyone deserves access to financial advice regardless of sexual orientation, gender, net worth, or any other excuse for denying someone equal treatment. We level the playing field.

TECHNOLOGY

Like our office? You’re in it. We are location independent, meaning we use web-based tools and technology to allow us to work as a virtual advisor and assist you no matter your physical location. This means more convenient, anytime, anywhere help for you.

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