Equity Investment Corporation Acquisition, Inc. (Atlanta)

Equity Investment Corporation Acquisition, Inc. is a large advisory firm based in Atlanta. It manages $2.05 billion of regulatory assets for 2,441 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Equity Investment Corporation Acquisition provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and pension consulting services. 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 Investment Corporation Acquisition: assets under management

The assets under management (AUM) of Equity Investment Corporation Acquisition, Inc. is $2.05 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2.05 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $841.68 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Equity Investment Corporation Acquisition, Inc. for their services and products based on a percentage of assets under management. 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.

Careers at Equity Investment Corporation Acquisition, Inc.

Richard Terrence Irrgang has been acting as President since 1 Jun 2016. Barbara Jagat Trivedi joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Terrence Irrgang	Director/cco	1 Jun 2016	25% - 50%	1029386
William Andrew Bruner	Director/officer	1 Jun 2016	25% - 50%	4634312
Ian Thomas Zabor	Director/officer	1 Jun 2016	25% - 50%	3221670
Barbara Jagat Trivedi	Chief compliance officer	1 Oct 2016	Other	6159393

Based in Atlanta

The principal office where Equity Investment Corporation Acquisition, Inc. performs its advisory services is located at 3007 Piedmont Road, Ne,, Atlanta, GA 30305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.