Equity Analysts Inc. (Cincinnati)

Equity Analysts Inc. is an adviser based in Cincinnati. It manages $6.89 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Equity Analysts provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Equity Analysts: assets under management

The assets under management (AUM) of Equity Analysts Inc. is $6.89 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $202.74 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Equity Analysts Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Equity Analysts Inc.

David Lee Jr Manzler has been acting as President since 1 Jun 1990. David Lee Manzler joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Based in Cincinnati

The principal office where Equity Analysts Inc. performs its advisory services is located at 610 Clemmer Ave. #2, Cincinnati, OH 45219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-293-8558. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.equityanalysts.com.

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