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Joe Mooney Email
SVP Advisor Relations . EQIS Capital Management
San Rafael, CA
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Current Roles
Employees:
54Revenue:
$6.1MAbout
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 StreetSan Rafael, CA
United States