Ieq Capital, LLC
Ieq Capital, LLC (CRD# 301819) is a financial advisory firm headquartered in Foster City, CA. They manage $23,584,354,606 in 1,434 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management23,584MILLION
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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
Yassin Ashour (CRD# 6448858) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 9 years of experience in the finance industry.
Jonathan Barnes (CRD# 6176713) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 8 years of experience in the finance industry.
Adam Beard (CRD# 2642691) is an Investment Advisor Representative working at Ieq Capital, LLC in Boston, MA and has over 17 years of experience in the finance industry.
Alexander Brugger (CRD# 5820050) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 5 years of experience in the finance industry.
Samuel Brumbaugh (CRD# 5985661) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 11 years of experience in the finance industry.
Kevin Burt (CRD# 5872828) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 11 years of experience in the finance industry.
Garret Giglia (CRD# 6055782) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 11 years of experience in the finance industry.
Spencer Gordon (CRD# 6769981) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 6 years of experience in the finance industry.
Harry Guilfoyle (CRD# 6213655) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 10 years of experience in the finance industry.
Scott Gutterman (CRD# 2503328) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 28 years of experience in the finance industry.