Thomas William Knapp

CFA

Equity Investment CORP

7 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Equity Investment CORP

Compensation

Fee-Only (AUM)

Firm Size

15 advisors

Number of Clients

6,039 clients

Average Client Portfolio

$505K average

Assets Under Management

$3.1B

Fee Structure

Financial Planning:Investment management only

Location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Equity Investment CORP

September 2018 - Present · 7 yrs 5 mos

State Registrations2 states

GATX

Advisor

Exams

No exam information available for this advisor.