Eqis Capital Management, Inc.
$32.1M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$28.8M
$35.2M
2022
2023
Same-firm comparison: 1 firms that reported Eqis Capital Management, Inc. in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Green Alpha Advisors, Llc | $28.8M | $330M | 8.7% | 03/22/2024 |
| Elysium Wealth Management, Llc | $3.3M | $116M | 2.8% | 03/29/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.