Equity Advisor Solutions

HQ Address

1600 Stout Street, Suite 850, Denver, CO 80202, United States

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Business introduction

Custody, technology and advisor support

Equity Trust Company evolved from a predecessor brokerage firm, which started in 1974, to a financial services company today serving approximately 170,000 accounts, representing nearly $25 billion in assets under custody and administration

Bringing together industry experts, Equity Advisor Solutions was launched in 2010 with the goal of changing the way advisors look at their custodian by offering more than just custodial services. In addition, Equity does not offer any retail or proprietary investment products and does not provide any investment, tax or legal advice. In other words, we will never compete for your clients.

Equity Advisor Solutions Solutions

Advisor Support

We’re here for you Regardless of the size of your firm, you’ll work with a dedicated relationship manager who knows you and your business. We’re committed to increasing and enhancing your efficiencies by ensuring questions and requirements are taken care of in a timely manner. Our transition team will help you navigate the process of switching platforms.......

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Technology Services

More Time In Your Day, More Money In Your Pocket Technology integration and consolidating systems are critical to streamlining your business. Eliminate busy work and discover what you can do with all that extra time and savings. Portfolio management system Industry leading system integrations Financial planning CRM Analytics Cloud based solutions On-Demand money movement Give Your Clients What They......

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