|Eqis Capital Management is a RIA based in San Rafael, CA with $1B in AUM and with 20 advisors nationwide.|
|Marc David Orourke||Oct 2012|
|William Robert Nelson||May 2004|
|Kenneth Michael Ackerman||Jul 2015|
|Kevin Randall Eugene Berry||Nov 2014|
|Roxanna Marie Guinan||Jun 2014|
No ETF holdings data available.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Duane Menting||Chief Financial Officer / Chief Legal Council||03/01/2008|
|William Robert Nelson||Principal / Chief Investment Officer||06/01/2008|
|Scott Christopher Winters||CEO||02/01/2014|
|Jennifer Christine Winters||Evp, Advisor and Employee Experience||02/01/2007|
|Jason Eric Luhan||Chief Compliance Officer / Amlco||05/01/2620|
No firm affiliates listed.
1000 4th St., Ste 650
San Rafael , CA 94901