FIRST EQUITY CORPORATION OF FLORIDA

C0
CRD 9
AUM
Est. Revenue
@ 1% on AUM
Est. EBITDA
@ 30% margin
Est. Deal Value
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIRST EQUITY CORPORATION OF FLORIDA
CRD
9
SEC file #
EIN
DBA names
First Equity Corporation Of Florida

Economics

AUM
AUM band
AUM trajectory
Client mix

Operations

Employees (total)
Advisory staff (per ADV)
Advisory staff (5-yr trend)
Primary office
Branches

Custodian & Brokerage

Primary custodian
Services offered
Fee basis

Filings

Latest ADV filing
ADV-W filed at
Website

Compliance

Disclosures (firm)
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Owner Count
0

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (4)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
26
Bc Firm IAR Count
26