firm profile
Equinox Financial Advisors, Inc.
Overview
Equinox Financial Advisors, Inc. is an SEC registered investment adviser based in Manchester Center, VT, registered since 2021. It reports $111M in assets under management across 595 accounts, with 2 employees. It has 1 investment adviser representatives.
- Reported AUM
- $111M
- Discretionary
- 100%
- Accounts
- 595
- Average account
- $186K
- Employees
- 2
- Advisory reps
- 1
- Registered since
- 2021
- Jurisdictions
- 5
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Tyson Lee Fielding President, Chief Compliance Officer CRD 6789175
Advisory reps 1 of 1
- Tyson Lee Fielding Investment Adviser Rep CRD 6789175
Location
- Headquarters
- 16 Lincoln Ave
Manchester Center, VT 05255 - County
- Bennington
- Metro area
- Bennington, VT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 5 jurisdictions
- Website: equinoxfinancialadvisors.com
Every state, with registration dates
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