Sign in
Create a free account
IEQ CAPITAL, LLC
FOSTER CITY, CA
650-581-9807
SEC #801-115278Total AUM
$56.8B
Employees
266Clients
2,309Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
950 TOWER LANE
SUITE 1800
FOSTER CITY
CA 94404
United States
SUITE 1800
FOSTER CITY
CA 94404
United States
Operating Hours
6:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
650-581-9807
Other Offices
16
Financials
Total AUM
$56.8B
Accounts
2,309Discretionary
$46.2B
Accounts
2,142Non-Discretionary
$10.5B
Accounts
167
Clients
HNW Individual Clients
2,300AUM
$56.5B
Charitable Organization Clients
9AUM
$226.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/Dishonesty
State Registrations
AZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMTNCNHNJNVNYOHORPASCSDTNTXUTVAWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.