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
Spencer Haly (CRD# 6715211) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 7 years of experience in the finance industry.
Eric Harrison (CRD# 5642015) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 13 years of experience in the finance industry.
Michael Henry (CRD# 6595935) 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.
Dean Horwitz (CRD# 5658885) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 14 years of experience in the finance industry.
Alexander Jack (CRD# 6734969) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 7 years of experience in the finance industry.
Brendon Kempin (CRD# 6999927) 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.
Ian Linford (CRD# 5965494) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 12 years of experience in the finance industry.
Brianna Mariolle (CRD# 6215765) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.
Frank McFarland (CRD# 2680847) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 25 years of experience in the finance industry.
Michael McIntosh (CRD# 5994862) 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.