Alexander Gregory Scales

Ieq Capital, LLC

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Areas of Practice

Investment ManagementRetirement PlanningCharitable GivingEstate PlanningTax PlanningHigh Net Worth

Ieq Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

141 advisors

Number of Clients

1,963 clients

Average Client Portfolio

$18.0M average

Assets Under Management

$35.4B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$25,000

Location

2105 South Bascom Avenue, Suite 350, Campbell, CA, 95008

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Ieq Capital, LLC

July 2025 - Present · 7 mos

Previous Registrations

Pfg Advisors

March 2025 - July 2025 · 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.