Equita Financial Network, Inc.
● SEC registered since 2021CRD 277031SEC# 801-120628Fort Washington, PA
Reg. AUM
$391M
Employees
19
Accounts
1,321
Location
Fort Washington, PA
Equita Financial Network, Inc. assets under management
Equita Financial Network, Inc. is a registered investment adviser overseen by the SEC based in Fort Washington, PA. The firm has been registered since 2021. It reports $391 million in regulatory assets under management and employs 19 people.
Equita Financial Network, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bridget Venus Grimes Control | Co-Founder And President | 50-75% | 2018 |
| James Michael Cullen | Chief Compliance Officer | Under 5% | 2023 |
| Kathleen Lynda Burke Control | Co-Founder | 50-75% | 2015 |
Frequently asked questions
How much does Equita Financial Network, Inc. manage?
Equita Financial Network, Inc. reports $391 million in regulatory assets under management on its Form ADV.
How many employees does Equita Financial Network, Inc. have?
Equita Financial Network, Inc. reports 19 employees.
Where is Equita Financial Network, Inc. located?
Equita Financial Network, Inc. is based in Fort Washington, PA and has been SEC-registered since 2021.
Does Equita Financial Network, Inc. disclose fund performance?
Equita Financial Network, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Office Center Drive, Suite 400, Fort Washington, PA 19034 |
| Phone | 800.604.0176 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1994461 |
| Discloses disciplinary history | No |
Regulatory AUM
$391M▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$391Mregulatory AUM
Discretionary $390.9MNon-discretionary $61K