Equinum LLC

Equinum is a registered investment advisor based in New York, NY, offering goal-based wealth management services. With a focus on fiduciary duties, Equinum leverages historical data and client perspective to design custom wealth plans and proven strategies to help clients achieve their financial goals.

Equinum serves individuals, organized groups, and family offices, providing investment strategies, tax planning, and succession planning. With a commitment to behavioral consistency and a long-term view, Equinum aims to outperform average market returns and build lifelong relationships with clients, ensuring their wealth is managed for legacy.

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