Equita Financial Network, Inc.

Overview

Equita Financial Network, Inc. is an SEC registered investment adviser based in Fort Washington, PA, registered since 2015. It reports $391M in assets under management across 1,321 accounts, with 19 employees. It has 17 investment adviser representatives.

Reported AUM

$391M

Discretionary

100%

Accounts

1,321

Average account

$296K

Employees

19

Advisory reps

17

Registered since

2015

Jurisdictions

22

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Bridget Venus Grimes Co Founder, President CRD 1574209
• Kathleen Lynda Burke Co Founder, Chief Compliance Officer CRD 5134624
• James Michael Cullen Chief Compliance Officer CRD 5111669

Advisory reps 3 of 17

• Margaret Anne Bonner Investment Adviser Rep CRD 7924640
• Kathleen Lynda Burke Investment Adviser Rep CRD 5134624
• Laura Ann Turo Corbiani Investment Adviser Rep CRD 6265566

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

500 Office Center Dr Ste 400
Fort Washington, PA 19034

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 22 jurisdictions
• Website: mountainwealthplanning.com

Every state, with registration dates

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