Assets Under Management
$558.8M
Number of Clients
366
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$186.3M
Compensation
Fee-Only (AUM)
EQ Wealth Advisors helps clients build, manage, and preserve wealth through investment management, financial planning, and consulting services. They tailor advisory services to meet client needs, utilizing third-party tools to understand financial objectives. They manage accounts on a discretionary and non-discretionary basis, allocating assets among various investment types.
10000 North Central Express Way, Suite 1350, Dallas, TX, 75231