RIA Intel›Advisers›Illinois›AEQUUS WEALTH MANAGEMENT RESOURCES, LLC

AEQUUS WEALTH MANAGEMENT RESOURCES, LLC

Advisory

N·CHICAGO, IL

Data as of Jul 24, 2015 · Source: SEC Form ADV

Total AUM
$147M
1-Year AUM Growth
+10.7%
3-Year CAGR
+10.5%
Employees
2
Assets Under Management
Total AUM$147M
Discretionary AUM$0
Non-Discretionary AUM$147M
Discretionary %0%
Total Clients—
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record24
First FilingJan 29, 2001
Latest FilingJul 24, 2015
🔒 Full AUM trend chart and 24 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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