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 71 - 80 of 81 top financial advisors.
71
Joshua Perlmutter, financial advisor Los Angeles CA
Joshua C. Perlmutter
CRD#: 7651545
11601 Wilshire Blvd, Suite 460, Los Angeles, CA 90025

Joshua Perlmutter (CRD# 7651545) is an Investment Advisor Representative working at Ieq Capital, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

72
John Ratliffe, financial advisor Foster City CA
John W. Ratliffe
CRD#: 7681695
950 Tower Lane, Suite 1800, Foster City, CA 94404

John Ratliffe (CRD# 7681695) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.

73
Charles Royals, financial advisor Foster City CA
Charles B. Royals
CRD#: 7084774
950 Tower Lane, Suite 1800, Foster City, CA 94404

Charles Royals (CRD# 7084774) 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.

74
Jeffrey Sawin, financial advisor Foster City CA
Jeffrey J. Sawin
CRD#: 6362584
950 Tower Lane, Suite 1800, Foster City, CA 94404

Jeffrey Sawin (CRD# 6362584) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 8 years of experience in the finance industry.

75
Grant Shaw, financial advisor Los Angeles CA
Grant W. Shaw
CRD#: 7586163
11601 Wilshire Blvd, Suite 460, Los Angeles, CA 90025

Grant Shaw (CRD# 7586163) is an Investment Advisor Representative working at Ieq Capital, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

76
Jack Shepard, financial advisor Foster City CA
Jack L. Shepard
CRD#: 7623343
950 Tower Lane, 18th Floor, Foster City, CA 94404

Jack Shepard (CRD# 7623343) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.

77
Angus Smith, financial advisor Foster City CA
Angus M. Smith
CRD#: 7632304
950 Tower Lane, Suite 1800, Foster City, CA 94404

Angus Smith (CRD# 7632304) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.

78
Connor Smith, financial advisor Boston MA
Connor Smith
CRD#: 6823815
501 Boylston St., 10b-141, Boston, MA 02116

Connor Smith (CRD# 6823815) is an Investment Advisor Representative working at Ieq Capital, LLC in Boston, MA and has over 5 years of experience in the finance industry.

79
Zachary Thomas, financial advisor Foster City CA
Zachary J. Thomas
CRD#: 6502827
950 Tower Lane, Suite 1800, Foster City, CA 94404

Zachary Thomas (CRD# 6502827) 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.

80
Alexander Webb, financial advisor Foster City CA
Alexander H. Webb
CRD#: 7218224
950 Tower Lane, Suite 1800, Foster City, CA 94404

Alexander Webb (CRD# 7218224) 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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