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Equity Institutional (through Equity Trust Company) offers IRAs, qualified retirement plans and non-qualified custodial accounts for alternative and traditional assets. We service RIAs, registered reps, broker-dealers, investment sponsors, precious metals dealers and other financial professionals. Equity Trust Company is one of the oldest and largest custodians of alternative assets. We have more than $25 billion under custody and administration. Our goal is to make alternative investing easy so that your clients can achieve the diversification they are seeking. In addition to traditional asset categories you can hold in IRAs, Qualified- and Non-Qualified Retirement Plans, you can also hold a wide array of alternative investments such as: · Real Estate Investment Trusts (REITs) · Private Equity/Private Debt · Public Entities (LPs, LLCs) · Hedge Funds · Gold, Silver, Platinum and Palladium (which meet minimum fineness requirements) · Oil and Gas · Residential and Commercial Real Estate · Undeveloped or Raw Land · Promissory Notes and Corporate Debt · Managed Futures, FOREX · Tax Lien Certificates · And much more For more information, please visit www.EquityInstitutional.com. Equity Institutional Sales: 855-871-ALTS (2587) | EISales@equityinstitutional.com Disclosure: Equity Institutional services institutional clients of Equity Trust Company. Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Institutional is for educational purposes only and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with a licensed investment, legal, tax or accounting professional.

View Top Employees from Equity Institutional
Website http://www.equityinstitutional.com
Revenue $33 million
Employees 9 (9 on RocketReach)
Founded 2010
Address 1 Equity Way, Westlake, Ohio 44145, US
Phone (254) 751-1505
Technologies
Industry Financial Services, Banking, Finance, Brokerage, Lending and Investments, Crowdfunding, Payments
Web Rank 2 Million
Web Visits 9140
Keywords Equity Institutional, Growth Of Alternative Investments Us Millenials, Millenials Rel Estate Allocation, Ria Purchase Due Diligence Filetype:Pdf, Ria Practice, Operation And Accounting Filetype:Pdf
Competitors Equity Trust Company, GoldStar Trust Company, New Direction Trust Company, STRATA Trust Company, The Entrust Group
SIC SIC Code 621 Companies, SIC Code 62 Companies, SIC Code 6211 Companies
NAICS NAICS Code 52 Companies, NAICS Code 523 Companies

Equity Institutional Questions

The Equity Institutional annual revenue was $33 million in 2024.

9 people are employed at Equity Institutional.

Equity Institutional is based in Westlake, Ohio.

The NAICS codes for Equity Institutional are [52, 523].

The SIC codes for Equity Institutional are [621, 62, 6211].

Top Equity Institutional Employees

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