Equinox Financial Advisors, Inc. (Manchester Center)

Equinox Financial Advisors, Inc. is an adviser based in Manchester Center. It manages $54.59 million of regulatory assets for 652 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Vermont.

Equinox Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Equinox Financial Advisors: assets under management

The assets under management (AUM) of Equinox Financial Advisors, Inc. is $54.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83.72 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Equinox Financial Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Equinox Financial Advisors, Inc.

David Lee Fielding has been acting as President since 1 Mar 1997. Jr. David Lee Fielding joined the executive team most recently as the Chief Compliance Officer/President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Lee Fielding	Chief compliance officer/president	1 Mar 1997	75% - 100%	2854148
Jr. David Lee Fielding	Chief compliance officer/president	1 Mar 1997	75% - 100%	2854148

Based in Manchester Center

The principal office where Equinox Financial Advisors, Inc. performs its advisory services is located at 16 Lincoln Avenue, Manchester Center, VT 05255 The mailing address of the firm is Po Box 1789, Manchester Center, VT 05255. It doesn’t run an office outside of the United States.