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 81 - 81 of 81 top financial advisors.
81
Jesse Wood, financial advisor Foster City CA
Jesse J. Wood
CRD#: 4568431
950 Tower Lane, Suite 1800, Foster City, CA 94404

Jesse Wood (CRD# 4568431) 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.

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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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