Equitrust Financial Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

570 Lake Cook Rd Ste 101, Deerfield, Ill...

Phone Number

(847) 317-0200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Equitrust Financial Group

Equitrust Financial Group is a financial services firm based in Deerfield, IL, specializing in customized financial strategies and lifelong financial guidance. Founded in 1989, the firm prides itself on its independence and offers comprehensive investment management without proprietary products. Their services include financial planning, retirement planning, and ongoing portfolio management, aimed at building long-term relationships with clients. Equitrust is dedicated to providing personalized service and exceptional customer support throughout clients' financial journeys.Explore more
Equitrust Financial Group's Social MediaPopular SearchesEquitrust Financial Group LtdCharles M Noparstak & AssociatesSteven L Hyman & AssociatesCharles M Noparstak And Associates LtdEquitrust Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Equitrust Financial Group Org Chart

PhoneEmail
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Office Manager

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ST
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Manager, Client Relations

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Quality Control Specialist

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Equitrust Financial Group

<$5M
1-10
Private
-
1989
LP
Lisa PetrovicOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1998
AB
Andrew BoyerPresident & Founder
<$5M
1-10
Private
-
-
AS
Audrey SnyderDirector, Operations & Client Service To Hunter Adair
<$5M
1-10
Private
-
2004
DB
Donna BlishManager, Client Services
<$5M
11-50
Private
-
2008
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Equitrust Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Equitrust Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Equitrust Financial Group.

Equitrust Financial Group Tech Stack

A closer look at the technologies used by Equitrust Financial Group

Equitrust Financial Group News & Media

  • LPL Financial Welcomes Equitrust Financial Group

    CHARLOTTE, N.C., Aug. 13, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC&nbsp;(Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that Equitrust Financial Group, Ltd. has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms, leveraging LPL as custodian. The firm reported having served approximately $800 million in brokerage, advisory and retirement plan asset
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Frequently Asked Questions Regarding Equitrust Financial Group

What is Equitrust Financial Group's official website?
Equitrust Financial Group's official website is www.equitrustfinancial.com
What is Equitrust Financial Group's Revenue?
Equitrust Financial Group's revenue is <$5 Million
What is Equitrust Financial Group's SIC code?
Equitrust Financial Group's SIC: 62,628
What is Equitrust Financial Group's NAICS code?
Equitrust Financial Group's NAICS: 52,523
How many employees does Equitrust Financial Group have?
Equitrust Financial Group has 1-10 employees
What industry does Equitrust Financial Group belong to?
Equitrust Financial Group is in the industry of: Finance, Securities Trading
What is Equitrust Financial Group competition?
Equitrust Financial Group top competitors include: Moore Financial Services, JAG Financial, Boyer Financial Planning, Progressive Planning
What technology does Equitrust Financial Group use?
Some of the popular technologies that Equitrust Financial Group uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, FMG Suite
How do I contact Equitrust Financial Group?
Equitrust Financial Group contact info: Phone number: (847) 317-0200 Website: www.equitrustfinancial.com
What does Equitrust Financial Group do?

Equitrust Financial Group is a financial services firm based in Deerfield, IL, specializing in customized financial strategies and lifelong financial guidance. Founded in 1989, the firm prides itself on its independence and offers comprehensive investment management without proprietary products. Their services include financial planning, retirement... planning, and ongoing portfolio management, aimed at building long-term relationships with clients. Equitrust is dedicated to providing personalized service and exceptional customer support throughout clients' financial journeys.Read More

What are Equitrust Financial Group social media links?
Equitrust Financial Group Linkedin page Equitrust Financial Group Twitter page Equitrust Financial Group Facebook page
Is Equitrust Financial Group a public company?
Equitrust Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Equitrust Financial Group

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