Bill Servis Email

SVP Key Accounts . EQIS Capital Management

Current Roles

Employees:
54
Revenue:
$6.1M
About
EQIS Capital Management, Inc. is a fast growing fee-based turnkey asset management platform (TAMP) serving financial advisors by providing mass affluent investors access to many of the investment strategies historically available only to high net worth individuals and institutions. EQIS technology delivers access to multiple carefully selected institutional style money managers and directly owned securities in separately managed accounts with an account minimum of only $25,000 (or even $1.00 in the case of our 401(k) program). The EQIS automated administration and portfolio customization allows financial advisors to spend more time with clients, helping to accelerate their practice's growth and profitability.
EQIS Capital Management Address
1000 4th Street
San Rafael, CA
United States
EQIS Capital Management Email
EQIS Capital Management Phone Numbers
800-949-9936

Past Companies

Johnny Miller, World Golf Hall of Fame memberBusiness Partner
Freedom AdvisorsSVP Key Accounts
GWG Holdings, Inc.Regional Director

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