Equity Institutional
Equity Institutional

Equity Institutional Information

Contact top employees from Equity Institutional

Summary

Equity Institutional is a private company. The company currently specializes in the Financial Services area. The Equity Institutional annual revenue is estimated at < 1M. To connect with Equity Institutional employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

200-500 employees

Specialties

Custody of Alternative Assets, Alternative Investments, Advisor Services, Tax-Advantaged Investing, Precious Metals, Private Equity/Debt IRA, Real Estate IRA, Alternative Investing Education, DOL Fiduciary Rule, Qualified Plans, Directed Trustee Services

SIC Code

6411, 6282

Operating Status

Independent Company

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Organization Website

Employees Turnover 3 quarter 2025

Length of Employment
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Employee tenure at Equity Institutional shows a diverse range of experience levels:
10% for 3–4 years20% for 5–7 years20% for 8–10 years50% have over 11 years of service at Equity Institutional
Contact top employees from Equity Institutional
Alesha Davis
Relationship Manager
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Ron Luca
Business Development
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Shelly Wood
Operations Associate
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Jourdan Lobban
Trust Operations Associate
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FAQ

Equity Institutional operates in the Financial Services industries. More details can be found on the official website: equityinstitutional.com.
The headquarters of Equity Institutional are located in Westlake, United States.
Equity Institutional currently employs 200-500 people.
Equity Institutional's revenue is approximately < 1M.
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