Equity Institutional

Equity Institutional Employee Directory

Financial Services201-500 Employees

Equity Institutional (through Equity Trust Company) offers IRAs, qualified retirement plans and non-qualified custodial accounts for alternative and traditional assets. We service RIAs, registered reps, broker-dealers, investment sponsors, precious metals dealers and other financial professionals. Equity Trust Company is one of the oldest and largest custodians of alternative assets. We service 300,000+ accounts that total more than $30 billion under custody and administration. Our goal is to make alternative investing easy so that your clients can achieve the diversification they are seeking. In addition to traditional asset categories you can hold in IRAs, Qualified- and Non-Qualified Retirement Plans, you can also hold a wide array of alternative investments such as: · Real Estate Investment Trusts (REITs) · Private Equity/Private Debt · Public Entities (LPs, LLCs) · Hedge Funds · Gold, Silver, Platinum and Palladium (which meet minimum fineness requirements) · Oil and Gas · Residential and Commercial Real Estate · Undeveloped or Raw Land · Promissory Notes and Corporate Debt · Managed Futures, FOREX · Tax Lien Certificates · And much more For more information, please visit www.EquityInstitutional.com. Equity Institutional Sales: 855-871-ALTS (2587) | EISales@equityinstitutional.com Disclosure: Equity Institutional services institutional clients of Equity Trust Company. Equity Trust Company is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Institutional is for educational purposes only and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with a licensed investment, legal, tax or accounting professional.

Find Equity Institutional employees' phone numbers or email addresses

Equity Institutional Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Equity Institutional's Leadership

  • Stylized image of a person
    R. A.
    Director Of Innovation And Strategy
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  • Stylized image of a person
    A. D.
    Relationship Manager
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  • Stylized image of a person
    D. M.
    Business Development Manager
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  • Stylized image of a person
    E. H.
    Relationship Manager
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  • Stylized image of a person
    A. C.
    Client Service Representative
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  • Stylized image of a person
    C. C.
    Office Clerk
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    K. D.
    Operations Associate
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    K. P.
    Employee Relations Specialist
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Equity Institutional Employee Metrics

100%
50%
0%
2025
2024
  • Operations
  • Business Development
  • Administrative
  • Analytics
  • Customer Success
  • Other
  • Solutions Engineering
  • Marketing

Contact profiles from Equity Institutional

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. A.
    Director Of Innovation And Strategy
    Phone icon
    Mar 27, 2024
  • Stylized image of a person
    A. D.
    Relationship Manager
    Phone icon
    United StatesOhio
    Oct 21, 2024
  • Stylized image of a person
    D. M.
    Business Development Manager
    Phone icon
    United StatesOhio
    Oct 22, 2024
  • Stylized image of a person
    E. H.
    Relationship Manager
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    Feb 13, 2025
  • Stylized image of a person
    A. C.
    Client Service Representative
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    United StatesOhio
    Feb 07, 2025
  • Stylized image of a person
    C. C.
    Office Clerk
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    United StatesTexas
    Oct 16, 2024
  • Stylized image of a person
    K. D.
    Operations Associate
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    Oct 16, 2024
  • Stylized image of a person
    K. P.
    Employee Relations Specialist
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    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    L. D.
    Operation Associate
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    United StatesOhio
    Oct 22, 2024
  • Stylized image of a person
    M. G.
    Supervisor
    Phone icon
    United StatesOhio
    Feb 07, 2025

Frequently Asked Questions

What is Equity Institutional known for?

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Equity Institutional operates in the Financial Services industry. Explore Equity Institutional's company overview page for more information.

What is Equity Institutional's most common email format?

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Equity Institutional employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equity Institutional email formats with LeadIQ.

How many employees does Equity Institutional have currently?

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Equity Institutional has approximately 201 employees as of April 2025. These team members are located across 1 continents, including North America.

Who are Equity Institutional's key employees and leadership?

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As of April 2025, Equity Institutional's key employees include:

  • Director Of Innovation And Strategy: R. A.
  • Relationship Manager: A. D.
  • Business Development Manager: D. M.
  • Relationship Manager: E. H.
  • Client Service Representative: A. C.

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