Equity Advisor Solutions

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

1700 Broadway Ste 2120, Denver, Colorado...

Phone Number

(720) 583-8836

Revenue

$6 Million

Industry

Finance Securities Trading

About Equity Advisor Solutions

At Equity Advisor Solutions (EAS), the company believes in standing up for independent advisors who feel left behind. Independent owned and operated, the company serves advisors exclusively, with no retail or proprietary businesses competing with theirs. The company's clients' success truly is the company's success - the company only can grow when they grow - which is why the company has dedicated time and resources to ensuring their professional lives are as efficient as possible. The company strives to make it easy for advisors to serve their clients as they see fit, providing an all-in-one custody solution that encompasses traditional, ETF, and alternative assets on the same convenient platform. The company's approach combines best-in-class technology, centralized custody, and deep expertise with the personal attention and dedicated relationship management of a boutique brand to save advisors time, money and grow their business. Custody and Administration Services are provided by EqRead more
Equity Advisor Solutions's Social MediaSIC Code 60,609NAICS Code 52,523Show more

Equity Advisor Solutions Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Equity Advisor Solutions

$6M
11-50
Private
-
2011
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
11-50
Private
-
2003
CL
Chad LynamPartner, Chief Financial Officer
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Equity Advisor Solutions Tech Stack

A closer look at the technologies used by Equity Advisor Solutions

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Frequently Asked Questions Regarding Equity Advisor Solutions

What is Equity Advisor Solutions's official website?
Equity Advisor Solutions's official website is www.equityadvisorsolutions.com
What is Equity Advisor Solutions's Revenue?
Equity Advisor Solutions's revenue is $6 Million
What is Equity Advisor Solutions's SIC code?
Equity Advisor Solutions's SIC: 60,609
What is Equity Advisor Solutions's NAICS code?
Equity Advisor Solutions's NAICS: 52,523
How many employees does Equity Advisor Solutions have?
Equity Advisor Solutions has 11-50 employees
What industry does Equity Advisor Solutions belong to?
Equity Advisor Solutions is in the industry of: Finance, Securities Trading
What is Equity Advisor Solutions competition?
Equity Advisor Solutions top competitors include: Wealth Advisory Services, Cabot Lodge Securities, Granville Capital, Conrad Capital Management
What technology does Equity Advisor Solutions use?
Some of the popular technologies that Equity Advisor Solutions uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Equity Advisor Solutions?
Equity Advisor Solutions contact info: Phone number: (720) 583-8836 Website: www.equityadvisorsolutions.com
What does Equity Advisor Solutions do?

At Equity Advisor Solutions (EAS), the company believes in standing up for independent advisors who feel left behind. Independent owned and operated, the company serves advisors exclusively, with no retail or proprietary businesses competing with theirs. The company's clients' success truly is the company's success - the company only can grow when... they grow - which is why the company has dedicated time and resources to ensuring their professional lives are as efficient as possible. The company strives to make it easy for advisors to serve their clients as they see fit, providing an all-in-one custody solution that encompasses traditional, ETF, and alternative assets on the same convenient platform. The company's approach combines best-in-class technology, centralized custody, and deep expertise with the personal attention and dedicated relationship management of a boutique brand to save advisors time, money and grow their business. Custody and Administration Services are provided by Equity Trust Company, of which Equity Advisor Solutions is an affiliate. Today, Equity Trust Company services approximately 183,000 accounts in all 50 states and has nearly $29 billion in assets under custody and administration.Read More

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

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