Aequus Wealth Management Resources
Chicago, IL
We have found contact information containing phone numbers and email addresses for Aequus Wealth Management Resources. The company works in the Financial Services industry. Aequus Wealth Management Resources is based at 303 W Erie St SUITE 311, Chicago, IL 60654. The company operates in the following fields: Financial Transition Planning, Investment Management, Financial Planning, and Tax Services. The company was founded on 9/13/2004.
Company Details
Last Update
Jul 13, 2022
Doing business as
AEQUUS WEALTH MANAGEMENT RESOURCES, LLC
Aequus Wealth Management Llc
Location
303 W Erie St SUITE 311, Chicago, IL 60654
Phone
(***) ***-4090
(***) ***-9709
Industry
Financial Services
Financial Advisory Service
Management Consulting Services
Category
Investment Advisory Service
Financial Services
Specialties
Financial Transition Planning
Investment Management
Financial Planning
Tax Services
Founded
1986
Number of Employee
1-10 employees
SIC
8742 - Management Consulting Services
SIC6
874299 - Management consulting services, nec
NAICS
541 - Professional, Scientific, and Technical Services
Decision Makers
Sheldon Lee
Manager
Employees
Jacob Bradley Wagner
Founder And Chief Executive Officer
Dan Fitzgerald
Certified Financial Planner Â
Cicily Maton
President, Chief Operating Officer
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