Eq Wealth Management

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

2835 82nd Ave SE Ste 300A, Mercer Island...

Phone Number

(425) 434-1000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Eq Wealth Management

EQ is an independent Registered Investment Advisor that provides investment management and wealth planning services to high net worth families. Our practice is designed to help our clients optimize their compensation and benefits, map out future cash flows, design goal-oriented investment portfolios, and retire comfortExplore more
Popular SearchesEQ Wealth ManagementEq LLCWealth ManagementEQ Wealth Management LtdEQWealthManagement 6SIC Code 62,628NAICS Code 52,523Show more

Eq Wealth Management Org Chart

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Associate

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Client Service Associate

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Client Services Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Eq Wealth Management

<$5M
1-10
Private
-
2016
$5M
11-50
Private
-
2000
SS
Steve SmallChief Compliance Officer & Registered Investment Advisor & Representative
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2016
KP
Kirk PriceTeam Member
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Eq Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Eq Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Eq Wealth Management.

Eq Wealth Management Tech Stack

A closer look at the technologies used by Eq Wealth Management

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Frequently Asked Questions Regarding Eq Wealth Management

What is Eq Wealth Management's official website?
Eq Wealth Management's official website is www.eq-wm.com
What is Eq Wealth Management's Revenue?
Eq Wealth Management's revenue is <$5 Million
What is Eq Wealth Management's SIC code?
Eq Wealth Management's SIC: 62,628
What is Eq Wealth Management's NAICS code?
Eq Wealth Management's NAICS: 52,523
How many employees does Eq Wealth Management have?
Eq Wealth Management has 1-10 employees
What industry does Eq Wealth Management belong to?
Eq Wealth Management is in the industry of: Finance, Securities Trading
What is Eq Wealth Management competition?
Eq Wealth Management top competitors include: Pillar Wealth Management, Covenant Wealth Advisors, Aspen Wealth Management, Meridian Wealth Advisors
What technology does Eq Wealth Management use?
Some of the popular technologies that Eq Wealth Management uses are: Sentry, Barracuda Networks, Google Cloud Web Serving, Google Cloud Platform
How do I contact Eq Wealth Management?
Eq Wealth Management contact info: Phone number: (425) 434-1000 Website: www.eq-wm.com
What does Eq Wealth Management do?

EQ is an independent Registered Investment Advisor that provides investment management and wealth planning services to high net worth families. Our practice is designed to help our clients optimize their compensation and benefits, map out future cash flows, design goal-oriented investment portfolios, and retire comfort... Read More

Is Eq Wealth Management a public company?
Eq Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Eq Wealth Management

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