Eryn
Schultz
Equita Financial Network, Inc
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About this Advisor
Eryn Schultz is a financial advisor working out of Houston, Texas. Schultz is an employee of Equita Financial Network, Inc. Their career trajectory has included roles at Heb Grocery Company, Harvard Business School (Education), Accenture, Revolution Foods, Next Street, Access 401K Dba Her Personal Finance and Equita Financial Network, Inc. Schultz maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Texas. Equita Financial Network, Inc is a firm based in Fort Washington, PA. The company has offices in six locations and a total of seven employees. It handles $152 million in total assets across its 821 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 821 accounts, 15% are associated with high-net-worth investors who have at least $1 million in investable assets. Equita Financial Network, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which services are offered. Fee types charged by Equita Financial Network, Inc most likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equita Financial Network, Inc Brokerage Details
$151,519,331
7
821
$184,555
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Eryn Schultz Work History
Eryn has been registered as a financial advisor for 0 years.*
Equita Financial Network, Inc
Access 401K Dba Her Personal Finance
Revolution Foods
Heb Grocery Company
Revolution Foods
Harvard Business School (Education)
Next Street
Accenture
*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 Eryn Schultz 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 Equita Financial Network, Inc
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Houston, TX
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
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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