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Equis Group LLC (Wildwood)


Equis Group LLC is an adviser based in Wildwood. It manages $48 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Missouri.

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Equis Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Equis Group: assets under management

The assets under management (AUM) of Equis Group LLC is $48 million. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $769.23 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Equis Group LLC for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in Wildwood

The principal office where Equis Group LLC performs its advisory services is located at 17603 Garden Ridge Circle, Wildwood, MO 63038, 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 636-458-7777 or by fax 636-821-7075. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.equisgroupllc.com.


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