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).
-
Total Assets Under Management23,584MILLION
-
Total Number of Accounts1,434ACCOUNTS
-
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
Christian Nelson (CRD# 3207714) 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.
Daniel Nowak (CRD# 6958302) 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.
Ryan Patterson (CRD# 6714981) 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.
Douglas Poetzsch (CRD# 6078366) is an Investment Advisor Representative working at Ieq Capital, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.
Aaron Price (CRD# 5099484) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 17 years of experience in the finance industry.
Tanner Savitsky (CRD# 6329162) 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.
Samuel Shephard (CRD# 5979037) 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.
Robert Skinner (CRD# 2680849) 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.
Steven Stauff (CRD# 4468047) is an Investment Advisor Representative working at Ieq Capital, LLC in Newport Beach, CA and has over 21 years of experience in the finance industry.
Katerina Stern (CRD# 7060079) 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.