Equbot Inc
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Overview
Equbot Inc operates as a financial advisory company located in San Francisco, California. The company oversees $100.0 million in assets over one customer account. The company has a small group, including 3 financial advisors. Equbot Inc does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets such as bonds, options and equities.
Equbot Inc manages all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions for the client's account without needing the customer's permission. The advisory firm's average account size is $100.0 million. The average advisor at Equbot Inc administers fewer than one client account, placing it among the most personalized firms in the country.
Equbot Inc's main office is located at 450 Townsend Street, San Francisco, California 94107. Equbot Inc is registered to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Equbot Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$100.0 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
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1
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$100.0 million
Products and Services
Financial services that Equbot Inc offers include portfolio management for investment companies and publication of newsletters. However, the company did not provide any of its customers with financial planning services in the previous financial year. Equbot Inc does not sell products or offer services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees are based on which service is provided. Fees charged by the company typically consist of the following fee structure: asset-based. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Equbot Inc caters to investment companies. Equbot Inc's biggest client by number of accounts is investment companies. None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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