Equity Armor Advisers, LLC is a multi-state adviser based in Chicago. It manages $36.34 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Arizona, California, Colorado, and 28 other states.
Equity Armor Advisers provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Equity Armor Advisers, LLC is $36.34 million. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Equity Armor Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and other investment advisers. The largest group of clients of Equity Armor Advisers is other investment advisers with 2 clients and $27.59 million of assets under management. Among the 3 most similar advisory firms, Equity Armor Advisers has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $36.34 million for 3 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Equity Armor Advisers doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Equity Armor Advisers, LLC performs its advisory services is located at 311 South Wacker Drive,, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-312-253-0423. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at equityarmoradvisors.com.