Richard
Cripps
Equitycompass Investment Management, LLC
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About this Advisor
Richard Cripps is a chartered financial analyst based in Baltimore, Maryland. Cripps works at Equitycompass Investment Management, LLC. The advisor has gained experience at Stifel, Nicolaus & Company, Inc and Choice Finanacial Partners. Cripps holds a Series 63 license, qualifying them as a securities representative, and is approved to advise clients in Maryland. Equitycompass Investment Management, LLC is an advisory business operating out of Baltimore, MD. The firm has offices in three locations and a total of 16 people on staff. It handles $184 million in total assets among its 111 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 111 customer accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Equitycompass Investment Management, LLC provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on the type of financial services offered. However, fees billed by Equitycompass Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitycompass Investment Management, LLC Brokerage Details
$184,137,852
16
111
$1,658,900
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Richard Cripps Work History
Richard has been registered as a financial advisor for 0 years.*
Choice Finanacial Partners
Stifel, Nicolaus & Company, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Cripps to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equitycompass Investment Management, LLC
Vero Beach, FL
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Boston, MA
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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