Riley Cantwell (CRD# 7534030) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ieq Capital, LLC | Foster City, CA | Feb 2022 - Current | 2 |
| Peers & Co | San Francisco, CA | Dec 2020 - Feb 2022 | 1 |
| Sundance Bay | Salt Lake City, UT | Jun 2020 - Dec 2020 | < 1 |
| Claremont Mckenna College | Claremont, CA | Jul 2016 - May 2020 | 3 |
| Woodside Priory School | Portola Valley, CA | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CA
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Total Assets Under Management23,584MILLIONS
-
Total Number of Accounts1,434ACCOUNTS
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Average Account Value$16,446,551
- 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)
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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