All information shared with Equity Management Group, either verbally or in any written form is strictly confidential and will not be shared with anyone (i.e. CPA, family members, attorney) unless specified in writing.
Equity Management Group, LLC, does not share any public or nonpublic personal information about you or your account with any non-affiliated third party, unless required by law. Any nonpublic personal information we have about you or your account is only shared with the custodian institution (such as Fidelity Investments) as part of our daily management of your account. This is done to maintain or otherwise support our relationship with you, but only in accordance with the instructions and authority you have given us.
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. This excludes text messaging opt-in data and consent, which will not be shared with any third parties.
Specifically, we collect nonpublic personal information about you from the following sources:
Information we receive from you on applications or other forms, such as social security number, bank information, and investment assets.
Information from the securities broker-dealer or other financial institution where the assets you have authorized us to manage are maintained, such as trading confirmations and monthly statements.
We restrict access to nonpublic personal information about you to those employees who need to know that information to provide our services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
This applies to former and prospective clients, as well.