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Forms Equity Trust Company
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People also ask
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How many clients does equity trust have?
368,000+ Accounts Clients rely on us to fulfill the custodial and administrative duties required for each type of investment account they hold.
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How many employees does Equity Trust Company have?
Nearly 400 employees serve more than 200,000 retail and institutional clients who trust the company with over $34 billion in assets. State-of-the-art online tools such as an account management system, a cryptocurrency platform, and suite of APIs create the ultimate alternative-asset investing experience.
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Who owns the equity trust company?
Equity Trust Company and its predecessor companies have been privately owned by the Desich family since 1974. We invite you to reimagine your retirement by enabling you to invest your IRA or other account into alternative assets such as real estate, private equity, precious metals, cryptocurrency, and more.
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What does an equity trust company do?
As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 50-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.
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How much assets does equity trust company have?
About Equity Trust Company Equity Trust Company evolved from a predecessor brokerage firm founded in 1974, to a directed custodian today with more than $45 billion in assets (as of 1/1/24).
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Who owns equity trust?
Equity Trust Company and its predecessor companies have been privately owned by the Desich family since 1974. We invite you to reimagine your retirement by enabling you to invest your IRA or other account into alternative assets such as real estate, private equity, precious metals, cryptocurrency, and more.
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How much is equity trust company worth?
About Equity Trust Company It evolved from a predecessor brokerage firm founded in 1974 to a directed custodian with $52 billion in assets under custody and administration, as of June 1, 2024. Equity Trust empowers investors to take control of their retirement accounts with unparalleled flexibility and experience.
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What is the tax ID for equity trust company?
- If Tax ID needed: use the Equity Trust Tax ID: 05-0552743 - Why is this important? The company you have invested in may issue a Schedule K-1 tax form reporting income or losses to your account.
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