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 51 - 60 of 81 top financial advisors.
51
Clay Davison, financial advisor Los Angeles CA
Clay M. Davison
CRD#: 7671323
11601 Wilshire Blvd, Suite 460, Los Angeles, CA 90025

Clay Davison (CRD# 7671323) is an Investment Advisor Representative working at Ieq Capital, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

52
Victoria Dixon, financial advisor Los Angeles CA
Victoria A. Dixon
CRD#: 7352975
11601 Wilshire Blvd, Suite 460, Los Angeles, CA 90025

Victoria Dixon (CRD# 7352975) is an Investment Advisor Representative working at Ieq Capital, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.

53
Garrett Gabianelli, financial advisor Foster City CA
Garrett L. Gabianelli
CRD#: 7670961
950 Tower Lane, Suite 1800, Foster City, CA 94404

Garrett Gabianelli (CRD# 7670961) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.

54
Wyatt Grauman, financial advisor Foster City CA
Wyatt H. Grauman
CRD#: 7832969
950 Tower Lane, Suite 1800, Foster City, CA 94404

Wyatt Grauman (CRD# 7832969) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.

55
Stephen Griffiths, financial advisor Boston MA
Stephen R. Griffiths
CRD#: 7092817
501 Boylston St, Suite 10b-141, Boston, MA 02116

Stephen Griffiths (CRD# 7092817) is an Investment Advisor Representative working at Ieq Capital, LLC in Boston, MA and has over 4 years of experience in the finance industry.

56
Daniel Hill, financial advisor Foster City CA
Daniel A. Hill
CRD#: 6969825
950 Tower Lane, Suite 1800, Foster City, CA 94404

Daniel Hill (CRD# 6969825) 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.

57
Meenakshi Karamcheti, financial advisor Foster City CA
Meenakshi G. Karamcheti
CRD#: 7417808
950 Tower Lane, Suite 1800, Foster City, CA 94404

Meenakshi Karamcheti (CRD# 7417808) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 2 years of experience in the finance industry.

58
Heather Kwong, financial advisor Los Angeles CA
Heather Kwong
CRD#: 7236289
11601 Wilshire Blvd,, Suite 460, Los Angeles, CA 90025

Heather Kwong (CRD# 7236289) is an Investment Advisor Representative working at Ieq Capital, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

59
Frank Lankford, financial advisor Foster City CA
Frank G. Lankford
CRD#: 2441063
950 Tower Lane, Suite 1800, Foster City, CA 94404

Frank Lankford (CRD# 2441063) 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.

60
Jeremy Leaver, financial advisor Foster City CA
Jeremy D. Leaver
CRD#: 7810137
950 Tower Lane, Suite 1800, Foster City, CA 94404

Jeremy Leaver (CRD# 7810137) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year 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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