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EQUITA FINANCIAL NETWORK, INC.

dba EQUITA FINANCIAL NETWORK, INC. · CRD 277031 · Registered Investment Adviser

EQUITA FINANCIAL NETWORK, INC. is a Registered Investment Adviser headquartered in FORT WASHINGTON, PA. The firm reports $390,965,587 in regulatory assets under management across 1,321 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$390,905,058
Non-discretionary$60,529
Total RAUM$390,965,587
Accounts1,321

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 277031. adviserinfo.sec.gov/firm/summary/277031.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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