EQUITA FINANCIAL NETWORK, INC.
CRD #277031 SEC #801-120628 FORT WASHINGTON, PA 800.604.0176
SEC Registered
Total AUM
$412.3M
Discretionary
$412.3M
Employees
19
Clients
251
Accounts
1,476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $412.3M | $412.3M | $0 | 19 | 98 |
| Sep 2025 | $412.3M | $412.3M | $0 | 19 | 98 |
| Mar 2025 | $412.3M | $412.3M | $0 | 19 | 98 |
| Dec 2024 | $283.1M | $282.8M | $277.6K | 15 | 62 |
| Nov 2024 | $283.1M | $282.8M | $277.6K | 15 | 62 |
| Sep 2024 | $283.1M | $282.8M | $277.6K | 15 | 62 |
| Aug 2024 | $283.1M | $282.8M | $277.6K | 15 | 62 |
| Jun 2024 | $283.1M | $282.8M | $277.6K | 9 | 62 |
| May 2024 | $283.1M | $282.8M | $277.6K | 9 | 62 |
| May 2024 | $283.1M | $282.8M | $277.6K | 9 | 62 |
| Mar 2024 | $283.1M | $282.8M | $277.6K | 9 | 62 |
| Feb 2024 | $151.5M | $151.4M | $70.9K | 7 | 60 |
| Aug 2023 | $151.5M | $151.4M | $70.9K | 7 | 60 |
| Jun 2023 | $151.5M | $151.4M | $70.9K | 7 | 60 |
| Mar 2023 | $151.5M | $151.4M | $70.9K | 7 | 60 |
| Mar 2022 | $155.9M | $150.9M | $5.1M | 7 | 40 |
| Jan 2022 | $107.6M | $107.3M | $295.2K | 6 | 11 |
| Sep 2021 | $107.6M | $107.3M | $295.2K | 6 | 11 |
| May 2021 | $107.6M | $107.3M | $295.2K | 6 | 11 |
| Apr 2021 | $107.6M | $107.3M | $295.2K | 6 | 11 |
| Mar 2021 | $107.6M | $107.3M | $295.2K | 6 | 11 |
| Feb 2021 | $107.6M | $107.3M | $295.2K | 6 | 11 |
DateDec 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees19
Clients98
DateSep 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees19
Clients98
DateMar 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees19
Clients98
DateDec 2024
Total AUM$283.1M
Discretionary$282.8M
Non-Disc.$277.6K
Employees15
Clients62
DateNov 2024
Total AUM$283.1M
Discretionary$282.8M
Non-Disc.$277.6K
Employees15
Clients62
DateSep 2024
Total AUM$283.1M
Discretionary$282.8M
Non-Disc.$277.6K
Employees15
Clients62
DateAug 2024
Total AUM$283.1M
Discretionary$282.8M
Non-Disc.$277.6K
Employees15
Clients62
DateJun 2024
Total AUM$283.1M
Discretionary$282.8M
Non-Disc.$277.6K
Employees9
Clients62
DateMay 2024
Total AUM$283.1M
Discretionary$282.8M
Non-Disc.$277.6K
Employees9
Clients62
DateMay 2024
Total AUM$283.1M
Discretionary$282.8M
Non-Disc.$277.6K
Employees9
Clients62
DateMar 2024
Total AUM$283.1M
Discretionary$282.8M
Non-Disc.$277.6K
Employees9
Clients62
DateFeb 2024
Total AUM$151.5M
Discretionary$151.4M
Non-Disc.$70.9K
Employees7
Clients60
DateAug 2023
Total AUM$151.5M
Discretionary$151.4M
Non-Disc.$70.9K
Employees7
Clients60
DateJun 2023
Total AUM$151.5M
Discretionary$151.4M
Non-Disc.$70.9K
Employees7
Clients60
DateMar 2023
Total AUM$151.5M
Discretionary$151.4M
Non-Disc.$70.9K
Employees7
Clients60
DateMar 2022
Total AUM$155.9M
Discretionary$150.9M
Non-Disc.$5.1M
Employees7
Clients40
DateJan 2022
Total AUM$107.6M
Discretionary$107.3M
Non-Disc.$295.2K
Employees6
Clients11
DateSep 2021
Total AUM$107.6M
Discretionary$107.3M
Non-Disc.$295.2K
Employees6
Clients11
DateMay 2021
Total AUM$107.6M
Discretionary$107.3M
Non-Disc.$295.2K
Employees6
Clients11
DateApr 2021
Total AUM$107.6M
Discretionary$107.3M
Non-Disc.$295.2K
Employees6
Clients11
DateMar 2021
Total AUM$107.6M
Discretionary$107.3M
Non-Disc.$295.2K
Employees6
Clients11
DateFeb 2021
Total AUM$107.6M
Discretionary$107.3M
Non-Disc.$295.2K
Employees6
Clients11