Advisors Equity Group
Financial Services • 
Dallas, Texas, United States • 1-10 Employees
Company overview
| Headquarters | Dallas, Texas, United States |
| Phone number | +13307182965 |
| Website | |
| NAICS | 52 |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contacts at Advisors Equity Group
Matthew Peakes
Director - Instiutional Markets
Michael Rossi
Co-Founder
Amy Carlson
Director Of Administration
Advisors Equity Group Email Formats
Advisors Equity Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@advisorsequitygroup.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@advisorsequitygroup.com | 62.5% |
{first initial}{last name} | jdoe@advisorsequitygroup.com | 37.5% |
About Advisors Equity Group
Advisors Equity Group (AEG) is a diverse multi-disciplinary financial services equity partnership that provides access to a wide range of tax & capital-efficient solutions, as well as sophisticated risk mitigation strategies, which are delivered to clients globally through our Partners. AEG Partners are licensed and/or registered to conduct business in their respective specialty fields, including but not limited to risk management, investments, financial planning, tax planning, estate and legacy planning, legal services and family office services. The diversity and caliber of our Partners creates a unique ecosystem where any necessary guidance and assistance from a “third party” can come from within, creating true value for all involved. Solutions are primarily tailored for high net worth families and individuals as well as corporate and institutional clients. We firmly believe in taking a holistic client-centric approach.
Advisors Equity Group revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Advisors Equity Group has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Advisors Equity Group has never raised funding before.
Advisors Equity Group Tech Stack
Discover the technologies and tools that power Advisors Equity Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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