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Michael Aaron Musco

Equilus Group Inc.

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About Michael Aaron Musco

Michael Aaron Musco is a financial advisor currently registered with Equilus Group Inc. Michael is a registered Investment Advisor Representative (IAR) in Oregon and Washington. Michael also works for Equilus Capital Partners, LLC as the Asset Manager, devoting 10-15 hours per week to this role. Michael has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Michael has experience with several companies, including Microsoft, Landmark Professional Mtg Group, Nealy Pierce LLC, NEXA Mortgage LLC and Equilus Group, Inc. Michael specializes in providing financial planning and portfolio management services for individuals. The Equilus Group Inc. offers financial planning, portfolio management, and hourly charges for individuals. The firm has over 3 million dollars in regulatory assets under management.

Firm Information

Michael Musco is currently registered with Equilus Group Inc.. Equilus Group Inc. is an investment advisor registered with the SEC. The firm has 46 clients with $3,043,392 in regulatory assets under management. They provide financial planning and portfolio management services to individuals.

$3.04M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Musco’s Registration & Firm History

WA

11/28/2023 - Present

Equilus Group Inc. (WENATCHEE WA)

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Licenses & Designations

IA

Issued 11/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Aaron Musco.
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