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.
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 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.
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.
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.
You can reach the main office by calling the phone number 802-367-7750 or by fax 802-367-7751. The normal business hours are by appointment only on Monday - Friday.