IEQ CAPITAL, LLC

FOSTER CITY, California·8 registered advisors·CRD# 301819
SEC# 801-11527814650-581-9807
01

Firm Overview

AUM
$23.6B
Regulatory assets under management
Employees
156
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at IEQ CAPITAL, LLC

8 registered advisors
Alan Zafran
FOSTER CITY, California
Bethany Jane Peterson
FOSTER CITY, California
Dean Isaac Horwitz
FOSTER CITY, California
Eric Scott Harrison
FOSTER CITY, California
Jeffrey S Westsmith
FOSTER CITY, California
Lior Kosovski
FOSTER CITY, California
Megan Jane Whyte
FOSTER CITY, California
Robert John Skinner
FOSTER CITY, California
05

Office Locations

FOSTER CITY, California
8 advisors

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Data sourced from SEC Form ADV filings. IEQ CAPITAL, LLC (CRD# 301819) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.