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Equity Development Corporation (Denver)


Equity Development Corporation is a large advisory firm based in Denver. It manages $31.83 million of regulatory assets for 142 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Colorado and Texas.

Equity Development Corporation provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Equity Development Corporation: assets under management

The assets under management (AUM) of Equity Development Corporation is $31.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $224.13 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Equity Development Corporation for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where Equity Development Corporation performs its advisory services is located at 720 South Colorado Blvd., Denver, CO 80246, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-757-6556 or by fax 303-757-6869. The normal business hours are 8:00am - 4:00pm on Monday - Friday.


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