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).

Current Firm Details
950 Tower Lane, Suite 1800, Foster City, CA 94404
http://www.ieqcapital.com/
By the Numbers
  • Total Assets Under Management
    23,584
    MILLION
  • Total Number of Accounts
    1,434
    ACCOUNTS
  • Average Account Value
    $16,446,551
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ieq Capital, LLC
Showing 41 - 50 of 81 top financial advisors.
41
Jackson Barry, financial advisor Foster City CA
Jackson M. Barry
CRD#: 7812743
950 Tower Lane, Suite 1800, Foster City, CA 94404

Jackson Barry (CRD# 7812743) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.

42
Tyler Baumann, financial advisor Foster City CA
Tyler J. Baumann
CRD#: 7642143
950 Tower Lane, Suite 1800, Foster City, CA 94404

Tyler Baumann (CRD# 7642143) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.

43
Anne Beyel, financial advisor Foster City CA
Anne C. Beyel
CRD#: 7184779
950 Tower Lane, Suite 1800, Foster City, CA 94404

Anne Beyel (CRD# 7184779) 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.

44
Adam Bratton, financial advisor Atlanta GA
Adam K. Bratton
CRD#: 7884888
309 East Paces Ferry Road, Suites 87 & 90, Atlanta, GA 30305

Adam Bratton (CRD# 7884888) is an Investment Advisor Representative working at Ieq Capital, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

45
Noah Brown, financial advisor Foster City CA
Noah L. Brown
CRD#: 7813529
950 Tower Lane, Suite 1800, Foster City, CA 94404

Noah Brown (CRD# 7813529) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.

46
Christie Brush, financial advisor Foster City CA
Christie O. Brush
CRD#: 7169030
950 Tower Lane, Suite 1800, Foster City, CA 94404

Christie Brush (CRD# 7169030) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 4 years of experience in the finance industry.

47
Connor Buckle, financial advisor Los Angeles CA
Connor S. Buckle
CRD#: 7675068
11601 Wilshire Blvd, Suite 460, Los Angeles, CA 90025

Connor Buckle (CRD# 7675068) is an Investment Advisor Representative working at Ieq Capital, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

48
Riley Cantwell, financial advisor Foster City CA
Riley Cantwell
CRD#: 7534030
950 Tower Lane, Suite 1800, Foster City, CA 90025

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.

49
Samantha Colleran, financial advisor Foster City CA
Samantha G. Colleran
CRD#: 7583601
950 Tower Lane, 18th Floor Foster City,, Foster City, CA 94404

Samantha Colleran (CRD# 7583601) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.

50
Cameron Croteau, financial advisor Foster City CA
Cameron J. Croteau
CRD#: 7184815
950 Tower Lane, Suite 1800, Foster City, CA 94404

Cameron Croteau (CRD# 7184815) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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