EQUIPOISE WEALTH MANAGEMENT INC
CRD #106456 SEC #801-63962 DENVER, CO 303-765-4422
SEC Registered
Total AUM
$32.2M
Discretionary
$0
Employees
5
Clients
101
Accounts
234
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 27, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| O'GRADY, SUSAN, H. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| O'GRADY, SUSAN, H. | I | PRESIDENT | E | Control |
| O'GRADY, SUSAN, H. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 27, 2005 REGISTERED
Notice Filings (1)
CO
Address
455 SHERMAN STREETSTE 110
DENVER, CO 80203-4403
USA
Phone: 303-765-4422