Daniel HillCRD Number: 6969825
Current Firm: Ieq Capital, LLC
Daniel Hill (CRD# 6969825) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 3 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Lowery Thomas, LLC
|Ieq Capital, LLC||Foster City, CA||Jul 2019 - Current||3|
|Pomona College||Claremont, CA||Sep 2015 - May 2019||3|
|Goldman Sachs||San Francisco, CA||Jun 2018 - Aug 2018||< 1|
|Fleet-feet Sports||Menlo Park, CA||May 2017 - Aug 2017||< 1|
|Sequoia Consulting||Foster City, CA||May 2016 - Aug 2016||< 1|
|Fleet - Feet Sports||Menlo Park, CA||May 2015 - Aug 2015||< 1|
|Sacred Heart Preparatory||Atherton, CA||Sep 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management17,791MILLIONS
Total Number of Accounts937ACCOUNTS
Average Account Value$18,987,618
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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