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
Leon Tolksdorf (CRD# 6942809) 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.
Andrew Venturi (CRD# 5360653) 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.
Jeremy Wenner (CRD# 3153422) 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.
Jeffrey Westsmith (CRD# 5147856) 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.
Megan Whyte (CRD# 4948979) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 19 years of experience in the finance industry.
Kyle Wills (CRD# 6847250) 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.
Jennifer Young (CRD# 4945201) 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.
Alan Zafran (CRD# 2098205) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 26 years of experience in the finance industry.
Alexander Arnst (CRD# 6596693) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.
Nicolle Baria (CRD# 6254299) 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.