|Net Equity Associates is an inactive firm.|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
*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.
|Robert Bailey Setser||Founding Principal||12/01/1989|
|Stephen Lytton Schwerin||President, Secretary & Chief Compliance Officer||02/01/2002|
No firm affiliates listed.
111 Anza Blvd., Suite 330
Burlingame , CA 94010
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges