EQUIUS PARTNERS, INC.

Asset Manager

Founded in Hidden

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  1. Headcount: Hidden
  2. Assets Under Management: Hidden

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Books for All Seasons

CFP Eric Kies of The Planning Center Inc. in Moline, Ill., says it takes readers through a series of exercises concerning their relationship with money. Children The Richest Man in Babylon, by George S. Clason. The Planning Center recommends this book to ...

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The Wall Street Journal
August 28, 2009
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BrightScope Highlights San Francisco's Top 25 RIA Firms

firms in San Francisco, focused on individual money management, with the greatest amount of assets under management. This list is part of the series that BrightScope regularly issues to highlight data contained within its Advisor Pages™, a breakthrough ...

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marketwired.com
February 15, 2012
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Equius Partners, Inc.

While Equius Partners, Inc. is licensed to operate in 48 states and the District of Columbia, licenses for individual advisors may vary.

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USNews
November 2, 2013
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John David Rothstein

Mr. John David Rothstein has been a Senior Vice President and the National Sales Manager at Aston Hill Financial Inc. since April 15, 2013. Mr. Rothstein has also been a Senior Vice President and National Sales Manager at Aston Hill Asset Management Inc ...

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Bloomberg
June 20, 2015
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Firm ranks 25 biggest San Francisco-area investment advisers

BrightScope, a financial research company best known for rating 401(k) plans, has compiled a list of the largest 25 independent registered investment advisory firms in San Francisco. “This is the fastet growing segment of the wealth management market ...

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San Francisco Gate
February 15, 2012
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Grahame Randall Lyons

Mr. Grahame Randall Lyons is a Managing Partner at GrowthWorks Ltd. He holds this position since October 2010. Mr. Lyons joined Matrix group in October 2010. Prior to this, he was a Managing Director at Claymore Investments, Inc. Mr. Lyons was Investment ...

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Bloomberg
July 13, 2015
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BrightScope Highlights San Francisco's Top 25 RIA Firms

Hall Capital Partners, LLC - $21.6B 2. Highmark Capital Management, Inc. - $16.7B 3. Osterweis Capital Management, LLC - $4.9B 4. Aspiriant, LLC - $4.6B 5. Baker Street Advisors, LLC - $3.6B

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Yahoo Finance
February 15, 2012
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BrightScope Highlights San Francisco's Top 25 RIA Firms

SAN DIEGO, CA--(Marketwire -02/15/12)- BrightScope (www.brightscope.com), a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisor (RIA) firms in San Francisco, focused on ...

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Yahoo Finance
February 15, 2012
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