sponsored by

Summit Advisor Solutions, LLC

Company info:

Top Executive: Tim Feehan
14785 Preston Road, Suite 1000
Dallas, TX 75254


  • Founded in 2001

Related listings:

Summit Advisor Solutions, LLC
filed under: Trading/Rebalancing, TAMP, RIA Welcoming Breakaways, RIA Serving Other RIAs, Portfolio Management System, Performance Reporting, Outsourcer, Asset Manager for RIAs, Account Aggregator

Related articles:

Under founder and CEO Robert Jesenik, Aequitas Capital expanded into private equity, wealth management and consumer-, student- and commercial-debt companies.

The unbelievable series of missteps that sent Aequitas, its RIA clients and their investors, reeling

Firms as disparate as CONCERT Wealth and CliftonLarsenAllen seem to have gotten caught up in the implosion of Oregon-based Aequitas Capital Partners and plaintiffs' attorneys are yelling 'Ponzi'

Closed ArrowEdit this listing

If you are the owner of this listing, you can edit the contents and billing information. First, we have to verify via email that you are the owner: