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
Samantha Lee (CRD# 7609650) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.
Jake Lenett (CRD# 7414527) 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.
Kevin Loveland (CRD# 6901077) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.
Kevin Lyle (CRD# 7160317) 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.
William Lynch (CRD# 7664022) is an Investment Advisor Representative working at Ieq Capital, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
John Maclean (CRD# 7578740) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.
John McCourt (CRD# 7412132) 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.
John Micek (CRD# 4438532) 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.
James Morris (CRD# 6140164) is an Investment Advisor Representative working at Ieq Capital, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.
Jacob Oser (CRD# 7682385) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.